Individual, Family and Fiduciary Tax

Individual, Family and Fiduciary Tax

Our advisors provide the insight you need to make informed and better decisions with respect to your personal, fiduciary, and business affairs. A high priority is placed on tax reduction through tax compliance and consulting services and MFA’s expertise encompasses the full spectrum of tax matters that you and/or your family may encounter including the taxation of:

  • Family Trusts and Beneficiaries
  • Investors and Investments
  • Retirement Plan Assets
  • Pension Benefits
  • Capital Gains Transactions
  • Estates and Estate Trusts
  • College Funding Assets
  • Multi-Generational Asset Transfers and Gift Taxes
  • Legacy Planning and Estate Taxes
  • Charitable Trusts
  • Private Business and Shareholders
  • Financial Products and Derivatives
  • Employee Benefits
  • Insurance
  • Expatriates and Foreign Nationals
  • Private Foundations
  • Executives and Equity Based Compensation Plans

RELATED TEAM MEMBERS

Jeffrey Arsenault Lead Partner – Family and Fiduciary Tax (978) 557-5303
James Guarino Tax Partner (978) 557-5377

DOWNLOAD BROCHURE

Tax Planning and Compliance Services Brochure

To learn more, download our Tax Planning and Compliance brochure.

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