Kylie Ruschioni and Jamie Kittler represented JDJ at last night’s Private Asset Management Awards black tie gala. JDJ was nominated in three multi-family office categories, and though we did not take home a trophy like we did last year, it is an honor to continue to be recognized by this prestigious organization.
In May 2016, the Massachusetts Legislature, in constitutional convention, adopted an amendment to the state constitution authorizing a 4% surtax on personal income in excess of $1 million. In order for this amendment to be added to the constitution, it must be adopted by another constitutional convention in May 2017 and then it needs […]
We are pleased to announce that JDJ is a finalist for the 2017 Private Asset Management Awards. These awards recognize top investment professionals and key service providers operating within the private asset management industry. JDJ has been shortlisted in the following three categories: Best multi-family office – client service – over $2bn Best multi-family office – […]
To our clients, colleagues, and friends, All of us at JDJ Family Office Services wish you and your families the happiest of holidays and much peace and happiness in 2017!
JDJ is proud to partner once again with Youth Villages to support their Holiday Heroes Initiative. JDJ team members donated toys, games, clothing, and gift cards to help Youth Villages achieve their mission of fulfilling the holiday wishes of more than 400 children across New England who come from families living below the poverty line. Best wishes for […]
The holiday season is traditionally a time to thank those who provide us with services throughout the year. Determining who to tip can be confusing – each of us has a different idea about what constitutes good service and how that service should be recognized. While there are no hard and fast rules regarding what […]
We are pleased to announce that JDJ has been shortlisted for the Family Wealth Report Awards in the category of Best Marketing/PR Campaign. In early 2016, JDJ launched a new brand identity for the company. We revamped the logo and redesigned the web site, marketing materials, and corporate stationery to more accurately reflect the caliber of our […]
UPDATE – November 23, 2016 Yesterday, a federal judge in Texas granted a preliminary injunction that temporarily blocks the implementation of the new overtime rules discussed in our November 17 blog post on this topic. Please note that this is only a temporary injunction delaying the December 1, 2016 implementation date. It does not change […]
The Department of Labor (DOL) recently announced new rules, effective December 1, concerning overtime pay for all US employees. A summary of the changes is below, and more information about the new regulations can be found in ADP’s “New Overtime Rules” article. Because many JDJ clients are household employers, we felt it important to highlight some of […]
With the October 15 deadline (for extended returns) less than two weeks away, the JDJ team is hard at work gathering the final documentation the tax accountants need to complete the returns of our mutual clients. JDJ does not prepare tax returns, rather we work closely with our clients’ CPAs to ensure they have complete […]