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Massachusetts ‘Millionaires’ Tax Applies to Sudden Wealth Events

Darrow Wealth Management

NOVEMBER 17, 2022

Starting in 2023, a 4% surtax will be applied to taxable income and capital gains over $1M. As proposed, the new legislation would increase these tax rates to 9% and perhaps even 16% , respectively, starting in 2023. Though tax planning is important, it’s equally important not to let the tax-tail wag the dog.

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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

AUGUST 14, 2023

Our scheduled meetups are here: September 13 th , 2023 October 11 th , 2023 November 8 th , 2023 December 12 th , 2023 Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson.

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Financial Advisor Source

Massachusetts ‘Millionaires’ Tax Applies to Sudden Wealth Events

Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

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