Estate tax management in Needham, Massachusetts

Carter, Bowers & Associates - Ameriprise Financial Services, LLC is a finance institution located at 105 Chestnut Street in Needham, Massachusetts, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping clients achieve their financial goals. During the initial consultation, we provide an overview of financial planning concepts to discuss what is most important to you. Please note that while we cannot guarantee future financial results, we are committed to providing personalized advice and recommendations tailored to your individual needs. We adhere to strict website rules and regulations to ensure the security and privacy of our clients. Contact us today to learn more about how we can help you secure your financial future.

John Hagan - Prudential Financial is a reputable finance and insurance agency located at 160 Gould Street in Needham, Massachusetts, United States. With a strong focus on providing clients with personalized financial planning and insurance solutions, their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment advice, or insurance coverage, John Hagan - Prudential Financial is committed to delivering top-notch service and expertise to meet your needs.

Freeman Financial LLC is a reputable finance institution located at 20 Freeman Place in Needham, Massachusetts, United States. With a focus on providing top-notch financial services, Freeman Financial LLC offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, the experienced team at Freeman Financial LLC is dedicated to providing personalized and professional guidance every step of the way. Trust Freeman Financial LLC to help you navigate the complex world of finance with expertise and integrity.

Andrea Nathan is a reputable finance institution located at 133 Chapel Street in Needham, Massachusetts, United States. With a focus on providing personalized financial services, Andrea Nathan offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to invest, save for the future, or plan for retirement, the experienced team at Andrea Nathan is dedicated to helping you make informed decisions and secure your financial future. Contact them today to schedule a consultation and learn more about how they can assist you with your financial needs.

Daniel Linnehan is a reputable finance institution located at 133 Chapel Street in Needham, Massachusetts, United States. With a focus on providing expert financial services and guidance, Daniel Linnehan offers personalized solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, the experienced professionals at Daniel Linnehan are dedicated to helping you navigate the complexities of the financial world. Trust in Daniel Linnehan for all your financial needs.

Mazzarella Financial is a reputable finance institution located at 160 Gould Street in Needham, Massachusetts, United States. With a team of experienced financial experts, Mazzarella Financial offers a wide range of financial services including investment planning, retirement planning, wealth management, and more. Whether you are an individual looking to secure your financial future or a business owner seeking financial guidance, Mazzarella Financial is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and start planning for a secure financial future.

Martin S. Kofman, CPA is a reputable accounting and finance institution located at 175 Highland Avenue in Needham, Massachusetts, United States. With years of experience in the industry, their team of Certified Public Accountants offers a wide range of services including tax preparation, financial planning, audit representation, and consulting. Clients can trust Martin S. Kofman, CPA for accurate and reliable financial advice to help them reach their goals.

Goldberg & Associates, CPAs is a reputable accounting and finance institution located at 661 Highland Avenue in Needham, Massachusetts, United States. With a team of experienced certified public accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Goldberg & Associates for professional and personalized financial guidance to help them achieve their financial goals.

Omansky Jeffrey D is a reputable accounting and finance institution located at 400 Hunnewell Street in Needham, Massachusetts, United States. With a focus on providing expert financial services, their team of professionals offer a wide range of accounting and financial solutions to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment strategies, Omansky Jeffrey D is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.

Located at 280 Hillside Avenue in Needham, Massachusetts, LMHS, P.C. (West) is a trusted institution specializing in accounting and finance services. Whether you are a business in need of accounting and tax solutions or an individual seeking assistance with personal tax and estate planning, the LMHS team is here to help. Our knowledgeable team members provide unmatched customer service excellence, offering a wide range of accounting, tax, and business advisory services. From audit and compilation services to corporate state and federal income tax preparation, our experts have the expertise you need to succeed in today's ever-changing business landscape. As you accumulate personal wealth, our professionals can assist you in developing personal financial strategies to minimize tax payments and optimize savings. Our team serves a diverse range of businesses across various industries, including construction, manufacturing, professional service firms, and non-profit organizations. We stay up-to-date on evolving industry trends and regulations to provide you with the best possible solutions.

Morris & Morris, P.C. is a reputable accounting and finance institution located at 32 Kearney Road in Needham, Massachusetts, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Clients can trust Morris & Morris, P.C. for expert advice and personalized solutions to meet their financial needs.

IRS Help Inc is a professional institution located at 464 Hillside Avenue in Needham, Massachusetts. Specializing in accounting, finance, and legal services, our team of experts is dedicated to providing assistance with all IRS-related matters. Whether you need help with tax preparation, financial planning, or legal representation, our experienced professionals are here to guide you through the process. Trust IRS Help Inc to provide you with the support and expertise you need to navigate the complexities of the tax system and achieve your financial goals.

Kline & Sanders LLP is a prestigious law firm located at 233 Needham Street in Newton, Massachusetts. Our team of experienced lawyers specializes in a wide range of legal services, including corporate law, real estate law, and estate planning. With a reputation for excellence and a commitment to providing personalized attention to each client, Kline & Sanders LLP is dedicated to achieving the best possible outcomes for our clients. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

Rothenberg Eric P is a law firm located in Needham, Massachusetts. Attorney Eric P. Rothenberg specializes in tax law, including partnerships, tax-free exchanges, bitcoin/crypto currency taxes, sales of businesses, individual tax planning, estate and gift tax planning, and tax return preparation. He represents clients before various tax authorities and provides counsel on corporate tax planning, professional corporations, and fringe benefits. Mr. Rothenberg also handles business-related matters such as wills and trusts, partnership and corporate agreements, real estate transactions, and syndications. He has extensive experience in cryptocurrency tax matters and has represented clients in complex cryptocurrency transactions. Mr. Rothenberg is a highly respected attorney with a background in accounting and finance. He has received numerous accolades for his expertise in tax law, including being named a "Massachusetts Super Lawyer" for 20 consecutive years. He has also been recognized as a top attorney in tax law by prestigious publications. With a strong academic background and years of experience, Attorney Rothenberg is well-equipped to handle a wide range of tax-related issues for his clients.

Tenzing Advisors LLC is a reputable insurance agency located at 10 Chestnut Street in Needham, Massachusetts. With a commitment to providing personalized insurance solutions to meet the unique needs of each client, Tenzing Advisors LLC offers a wide range of insurance products and services. Whether you are looking for auto, home, life, or business insurance, their team of experienced advisors is dedicated to helping you find the right coverage at the best possible rates. Contact Tenzing Advisors LLC today to discuss your insurance needs and receive expert guidance from a trusted partner in protection.

The Coyle Company is an insurance agency located at 160 Gould Street in Needham, Massachusetts, United States. We specialize in designing and managing sophisticated life insurance portfolios for ultra-affluent families, helping them distribute their wealth and assets as they intend. Our guiding principles focus on protecting and preserving what matters most to our clients, ensuring their children and grandchildren are well taken care of. With nearly four decades of experience, we have built a premier service model that leverages our collective expertise and comprehensive reporting systems. Our insurance planning and life insurance solutions are tailored to meet the estate, income tax, and asset preservation needs of our clients. Whether transferring a business to future generations, providing liquidity, or fulfilling philanthropic goals, we listen to our clients' wishes and structure personalized insurance solutions. Our goal is to offer practical solutions that ensure the soundest possible wealth transfer strategy based on our clients' objectives.

William Lippincott - Prudential Financial is a reputable finance and insurance agency located at 5 Bristol Drive in Easton, Massachusetts, United States. With a strong focus on providing personalized financial solutions and insurance products, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, we are committed to providing top-notch service and expertise to meet your needs. Contact us today to learn more about how we can help secure your financial future.

Welcome to Boston Legacy Planning LLC, a premier law firm dedicated to providing expert estate planning and business transition planning services. Located at 275 Grove Street, Suite 2-400 in Newton, Massachusetts, our firm is strategically positioned just off Route 128, making us easily accessible to clients from Needham, Wellesley, Dover, Westwood, Brookline, and Boston. We also offer the convenience of online meetings to accommodate your busy schedule. At Boston Legacy Planning LLC, we understand that the challenges of probate and trust settlements often stem from human issues rather than legal complexities. Our mission is to provide legacy solutions that address these challenges, ensuring that your family's wealth remains protected from creditors, predators, and excessive taxation.

Welcome to David R Gluck PC, your trusted legal partner located in the heart of Needham, Massachusetts. Situated at 79 Whittier Road, our law firm is dedicated to providing exceptional legal services tailored to meet the unique needs of each client. With years of experience and a commitment to excellence, David R Gluck PC specializes in delivering expert legal advice and representation across a wide range of practice areas. Whether you require assistance with personal, business, or complex legal matters, our team is here to guide you every step of the way. We pride ourselves on our personalized approach, ensuring that every client receives the attention and expertise they deserve. Visit us today and discover how David R Gluck PC can help you navigate the legal landscape with confidence and peace of mind.

Welcome to Beliveau Law Group, LLC, your trusted legal partner located at 175 Andover Street, Danvers, Massachusetts. With a commitment to protecting your family, business, and assets, we offer comprehensive legal services to individuals, families, and businesses across Florida, Massachusetts, and New Hampshire. At Beliveau Law Group, we pride ourselves on being more than just lawyers—we are a dedicated legal team that takes the time to understand you and your legal challenges. Our goal is to achieve the best possible outcome for our clients, ensuring peace of mind and security.

Welcome to Hillary Koritz Price, Financial Advisor - Koritz Wealth Strategies, LLC, where your financial future is our priority. Situated at 201 Jones Road in Waltham, Massachusetts, we specialize in providing comprehensive financial legacy solutions tailored to your unique needs. With over 20 years of experience, our firm is committed to helping you achieve both your short and long-term financial goals, ensuring that your wealth aligns with what matters most to you. At Koritz Wealth Strategies, we believe in a relationship-centric approach. We take the time to understand your goals, concerns, and risk tolerance, enabling us to offer personalized strategies for securing your family’s future. Our holistic and collaborative process often sees us acting as the 'quarterback,' bringing together your team of advisors to ensure a cohesive financial plan.

Welcome to Brescor Wealth Advisory LLC, your trusted partner in financial management and planning, located at 6 Oakhurst Circle, Needham, Massachusetts. As an independent Registered Investment Advisor (RIA), we specialize in delivering comprehensive wealth management services to individuals, families, trusts, foundations, and family offices. Our mission is to democratize access to high-quality, low-fee financial services, ensuring exceptional value for every client, irrespective of their financial status. At Brescor, we believe that true financial advisory goes beyond standardized investment services. Our approach emphasizes fair pricing based on the value we add, with transparent fees for personalized service. We pride ourselves on our independence, free from the influence of parent companies or exclusive brokerage relationships. This independence allows us to focus solely on our clients, minimizing conflicts and enhancing advisor-client alignment.

Welcome to Financial Exchange, your trusted source for financial news and insights, conveniently located at 144 Gould Street, Needham, Massachusetts. Our mission is to redefine the way you access financial information, guided by the expertise of our hosts, Barry Armstrong and Chuck Zodda. At Financial Exchange, we offer a comprehensive platform for the latest stock market news and investment strategies. Our collaboration with Armstrong Advisory Group, Inc., an SEC-registered investment adviser, ensures that you receive informed perspectives on the financial landscape. Please note that while we provide valuable information, nothing on our site should be construed as specific investment advice or an offer to buy or sell securities. We strongly encourage you to consult with your own financial advisor, tax consultant, or estate planning attorney to make well-informed investment decisions.

Welcome to Sandler & Company, P.C. Located at 50 Cabot Street in Needham, Massachusetts, Sandler & Company, P.C. is a premier independent audit and accounting firm serving clients across the United States since 1991. With additional offices in New York and Grand Cayman, we are strategically positioned to meet the diverse needs of our clients.