Month: August 2016

JDJ Office Olympics

In keeping with the spirit of the Summer Olympics in Rio, here at JDJ we hosted our own Office Olympics. With events such as paper basketball, creating paper clip chains, and sorting skittles with a straw, our teams enjoyed some competitive fun. Congratulations to our 2016 gold medalists, the Blue Team!

IRS Proposes Eliminating Valuation Discounts

Earlier this month, the IRS released proposed regulations that would eliminate discounts used when valuing assets held by certain types of family entities being transferred by gift or sale to family members, an estate planning technique that, though complicated, has been common practice among high net worth families for decades. Anyone who has attended the […]

JDJ Supports Back to School Drive

JDJ is proud to have once again partnered with Youth Villages to support their annual Back-to-School Drive. Through this initiative, Youth Villages provides school supplies to more than 300 children in Massachusetts. JDJ team members donated backpacks filled with supplies to help set these kids up for success in school (and beyond).