Massachusetts, Pennsylvania and New Jersey Taxpayers Beware: Don’t Let a Mismatch between Your State’s Tax Laws and the Federal Rules for Deducting Contributions Result in Overpaying Your State Tax on Retirement Distributions. Recordkeeping and Professional Advice...
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Event – Recent Developments in Estate Planning, Trust and Estate Administration, and Fiduciary Litigation
Recent Developments in Estate Planning, Trust and Estate Administration, and Fiduciary Litigation - Christopher Suh, panelist, Massachusetts Continuing Legal Education (MCLE) 23rd Annual Estate Planning Conference 2022, April 26, 2022 - Click here for details
Family Law Trial Attorney Patrick Galasso Joins The Wagner Law Group
We are delighted to announce that Patrick Galasso will be joining our firm’s Private Clients Team, resident in our Lincoln, MA office, as an associate. Patrick’s excellent experience, particularly in the area of family law, will be a tremendous asset to our firm’s...
Regina Snow Mandl Named a Massachusetts Trusts and Estates “Go To Lawyer”
Regina Snow Mandl Named a Massachusetts Trusts and Estates “Go To Lawyer” Click here to read press release Click here to read Massachusetts Lawyers Weekly Trusts and Estates "Go to Lawyers" 2021
We’re in this Together
We're in this Together - Valerie McCormack, Middleton Magazine, Fall 2021
Primer on the Code’s Required Minimum Distribution Rules: Post-SECURE Act
Attorney Chrisotopher Suh Joins The Wagner Law Group
Attorney Valerie McCormack Joins The Wagner Law Group
Participant Directed Investments Through Brokerage Windows: The Last Frontier or a Trap for the Unwary?
By Ivelisse Berio LeBeau and Stephen Wilkes What should fiduciaries of participant-directed plans consider in deciding whether to allow participants to direct their own investments using arrangements loosely referred to as “brokerage windows”? The realm of ERISA plan...
COVID-19 Resource Center
Below is a collection of vital COVID-19 resources that we have assembled to assist during this difficult time: ANNOUNCEMENTS The Wagner Law Group Creates COVID-19 Rapid Response Team and Resource Center - March 31, 2020 The Wagner Law Group's COVID-19 Commitment The...