Our Blog

Eric Kipperman  • 

​New for tax year 2024, there is an opportunity to roll over funds from a 529 plan to a qualified Roth IRA account. At this point, you may be scratching your head, wondering, ‘What is a 529 plan?’ Don’t worry, you are not alone. We are here to break it down for you. 

Anthony McVeigh  • 
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Recently, the Supreme Court ruled that the government is unable to cancel student loan debt. This is disappointing to many Americans, however, there are other plans in the works to provide loan debt relief to students. Read on to learn more about what is currently in the works as a result of this decision.
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Anthony McVeigh  • 
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The State of New Hampshire has enacted legislation accelerating the repeal of the Interest and Dividends Tax to January 1, 2025. 
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Dustin Ladd, CPA  • 

​If you placed in service a new plug-in electric vehicle (EV) or fuel cell vehicle (FCV) in 2023 or after, you may qualify for a new clean vehicle tax credit up to $7,500. 

Mallory Vincent, CPA, MBA has written the following article for the Greater Concord Chamber of Commerce, Chamber Review Newsletter. 

Why set up a trust, even if you have a will?
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"There are many reasons why creating a trust is crucial for wealth transfer, even if you have a will. These reasons can include asset protection and control, minimizing probate time and costs, and potentially minimizing tax obligations. This article is a general overview to highlight the reasons, and the value in creating a trust. Read on to see if you’ve got any of these reasons:"
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