Category: News

Plan Now to Maximize Year-End Tax Deductions

New Year’s Eve is quickly approaching, but before you watch the ball drop and usher in 2019, make sure you’ve sent out those charitable donation checks. It has been almost a year since President Trump signed the Tax Cuts and Jobs Act into law.  As many of us know, the new law significantly limits itemized […]

How much should you tip during the holidays?

The holiday season is traditionally a time to thank those who provide us with services throughout the year. However, 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 […]

JDJ Shortlisted for Family Wealth Report Awards

We are pleased to announce JDJ Family Office Services has been named as a finalist for the 2019 Family Wealth Report Awards in two categories: Concierge/Specialist Service Firm Property, Household and Travel Showcasing ‘best of breed’ providers in the global private banking, wealth management, and trusted advisor communities, the awards recognize companies, teams and individuals […]

JDJ Team Kicks Off the Season of Giving

  Late last week, members of the JDJ team joined Holland & Knight for a day of giving back at The Greater Boston Food Bank (GBFB).  JDJ team members, along with volunteers from other local companies, worked in the warehouse for the day, unloading boxes of donated goods. We sorted, inspected, and re-packed the items […]

Meals and Entertainment: What’s Deductible?

One of the most confusing aspects of the new tax law is the deductibility of business meals and entertainment expenses in 2018 and beyond. The Tax Cuts and Jobs Act (TCJA ) states that any expenses for entertainment, amusement, or recreation, such as golf outings and event tickets, are no longer deductible.  There was confusion about […]

BREAKING NEWS – JDJ Announces Name Change

JDJ Family Office Services, an administrative multi-family office located in Boston, MA, announced today that they have changed their name to ‘JBJ’, effective immediately. JBJ’s President, Jamie Kittler, remarked “How could we not make this change now? We have been contemplating this move since Tuesday, around 8:30 pm. We have unanimous support from our team […]

2018 Golf Outing A Success, Despite the Heat

Everyone enjoyed themselves at JDJ’s annual golf outing yesterday, despite temperatures in the mid 90s. A select group of advisors joined us at Pine Brook Country Club in Weston for a round of golf, networking, and refreshments. The red team was victorious in the “Ryder Cup” format match, winning bragging rights until next year.

Donating School Supplies to Start the Year Off Right

For the seventh consecutive year, JDJ participated in the Youth Villages Backpack Heroes back-to school drive. JDJ team members generously supported this initiative by purchasing school supplies that are most in demand and by making general donations to support this worthy program. In addition, some JDJers sponsored individual students to ensure that they receive exactly […]

What do I need to know about REAL ID?

Image courtesy of www.mass.gov. REAL ID is a federal security standard for identification documents that was created as a result of increased security measures after the September 11, 2001 terrorist attacks. As of October 1, 2020, you will need a passport or identification that is REAL ID compliant when you fly in the U.S. or enter […]

JDJ Family Office Services Announces Two New Partners

July 18, 2018 — JDJ Family Office Services (JDJ), a nationally recognized and award-winning administrative multi-family office based in Boston, MA, today welcomed Kylie Ruschioni, CFP® and Trish Richardson as new partners. “Kylie and Trish epitomize the diverse talent JDJ brings to providing outstanding family office services. Both have extensive experience, and are greatly admired […]