Contact UsContact Us

Taxes

Taxes

Don’t Pay Extra Taxes on Your Stock Plan. What to Look for on Your 1099
Don’t Pay Extra Taxes on Your Stock Plan. What to Look for on Your 1099
By Evan MarquisPublished On: April 11, 2025Categories: Investments, Taxes, Working Professionals
Is It Too Late to Lower My 2024 Tax Bill? Last-Minute Tax Saving Tips for High Earners and Business Owners
Is It Too Late to Lower My 2024 Tax Bill? Last-Minute Tax Saving Tips for High Earners and Business Owners
By Kyle Labelle, CFP®Published On: April 4, 2025Categories: Taxes, Working Professionals
Should I Take RSUs or Stock Options? How to Choose the Right Job Offer
Should I Take RSUs or Stock Options? How to Choose the Right Job Offer
By Kyle Labelle, CFP®Published On: March 27, 2025Categories: Investments, Taxes, Working Professionals
Live in NH but Work in MA? What to Know About Your State Tax Returns
Live in NH but Work in MA? What to Know About Your State Tax Returns
By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: March 20, 2025Categories: Families, Taxes, Working Professionals
Help! It’s Tax Season. Do I Need A CPA?
Help! It’s Tax Season. Do I Need A CPA?
By Cameron BarkerPublished On: March 14, 2025Categories: Families, Taxes, Working Professionals
Tax Rate Arbitrage for Earners in Middle Tax Brackets
Tax Rate Arbitrage for Earners in Middle Tax Brackets
By Evan MarquisPublished On: February 14, 2025Categories: Taxes, Working Professionals

Subscribe to Our Blog & Events

Name

Email

Name

This field is for validation purposes and should be left unchanged.

Serving Clients in New England and Nationwide

Our Services

Retirement Planning
Investment Management
Tax Planning
Estate Planning
Insurance Consulting
Charitable Giving
College Planning

About Us

Your Team
Our Approach
Community
LGBTQ+ Friendly
Fee-Only
Careers

Locations

3 Executive Park Dr., Suite 200
Bedford, NH 03110

319 Littleton Rd., Suite 307
Westford, MA 01886

20 Depot St., Suite 310-12
Peterborough, NH 03458

Privacy Policy | Disclosure | Form CRS | ADV Brochure
© All rights reserved. • Milestone Financial Planning, LLC