Wealth Management

Tax Planning & Reporting

Few issues that our clients face are without tax consequences. Whether it is:

• Legacy planning for family and charity
• Starting an annual giving program for children and grandchildren
• Selling a business
• Deciding when and how to take capital gains
• Structuring an executive compensation package
• Sorting through retirement options
• Starting a nonprofit or foundation

Individuals and families, business enterprises and nonprofit organizations rely on Hemenway & Barnes for trusted advice on a host of tax choices and how best to make an informed, tax-advantaged decision from among the many options available.

From estate planning and estate administration to family business succession planning and charitable giving, our attorneys, trustees, and tax professionals provide clients with a holistic plan aligned with their needs and values.

Tax Reporting

Preparing tax returns and staying current with the ever-changing opportunities and responsibilities takes a team of knowledgeable advisors. Clients depend on our firm's in-house tax professionals to prepare and file an array of income and transfer tax returns including:

• Federal and state income tax returns for individuals
• Fiduciary returns for trusts and estates
• Tax returns for public and private foundations
• Federal and state estate tax returns
• Gift tax returns
• Generation-skipping transfer tax returns (GSTT)

Tax Audits and Controversies

Our team of tax attorneys, litigators and accountants have in-depth knowledge of tax reporting requirements as well as the audit and appeals process. From tax planning, ruling requests and appeals from state tax assessments to litigating cases in state courts and at the Massachusetts Appellate Tax Board, we are ready to help you avoid and resolve state and local tax disputes. Learn more.