Category: News

JDJ Named Best Lifestyle Firm

We are thrilled to announce that JDJ was named Best Lifestyle Firm at the Private Asset Management Awards. We are so proud of our entire team – each member of our staff is devoted to delivering outstanding service to our clients every single day. Jamie Kittler and Kylie Ruschioni accepted the award on behalf of the firm […]

JDJ Team Member Promotions

We are very pleased to announce the promotion of several team members. Brett Dietz, CPA, MST and Shawn Whitney, MSF have been promoted to the role of Manager. Mallory Garneau and Brittany Quarantello have been promoted to Associate 4. Jeff Burke has been promoted to Associate 3. Bekah Paradise has been promoted to the position of Associate 2. “Brett, […]

The Philanthropy Talk: How Do I Do It…and Why Do I Have To

Kylie Ruschioni participated in a panel discussion on the topic of philanthropy. The event, called “The Philanthropy Talk: How Do I Do It…and Why Do I Have To,” was a partnership with The Boston Foundation, The Philanthropic Initiative, Massachusetts Society of CPAs, and the Boston Estate Planning Council. Panelists discussed strategies for speaking with clients about their philanthropic […]

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 […]