Stock Options and Equity Compensation
As the Managing Director of Tax Services at The Colony Group, Justin leads a team that prepares over 1,000 individual, trust, and foundation tax returns annually. Prior to joining The Colony Group, he worked for Kahn, Litwin, Renza & Co. where he prepared and reviewed tax returns for high net worth individuals as well as partnerships and corporations.
Justin earned his Bachelor of Arts from Holy Cross majoring in Economics and Accounting. He went on to receive a Juris Doctor from Boston College Law School and is admitted to practice law in the Commonwealth of Massachusetts. In his spare time, Justin enjoys spending time with his two daughters, travelling, and golf.
With the election just around the corner, we thought it would be helpful to alert you to some of the tax planning ideas we are currently considering for clients. Normally, year-end tax planning is focused on one simple concept: defer income and accelerate deductions. This year, however, the opposite...
It has now been almost two years since the Tax Cuts and Jobs Act (TCJA) passed at the end of 2017. The stated intention of the TCJA was to simplify the tax code by lowering the base rates and eliminating many longstanding deductions. While the base rates are lower,...