We are pleased to announce the promotion of four members of our talented team. Lise Przybylski has been promoted to Associate 2 Sumit Bhattachan has been promoted to Associate 3 Stephanie Gaudian has been promoted to Associate 2 Logan Cerruti has been promoted to Associate 3 Lise, Sumit, Stephanie, and Logan have earned this recognition […]
As part of the state’s budget planning for fiscal-year 2021, Governor Baker’s administration passed legislation that delays the Massachusetts charitable deduction until 2022. Massachusetts residents were scheduled to be able to deduct charitable contributions on beginning with the 2021 tax year for the first time since 2001. Beginning in 2022, Massachusetts taxpayers may deduct charitable […]
Congratulations to Gina Rego, the recipient of the December 2020 Capturing and Recognizing Excellence (CARE) award! The CARE award allows JDJ team members to recognize peers who deliver outstanding client service. Gina was honored for the quality of her work, her attitude, and her commitment to her clients and teammates. Gina, a Senior Associate, […]
Updated 12/21/20 After a very challenging year, many of us are anxious to see 2020 come to an end. Before it does, however, there are a number of tax planning items to consider. Now that Joe Biden has been elected the next President, it’s time to take a closer look at his proposed tax plan. […]
We are very pleased to announce that JDJ Family Office Services has been named a finalist for the Private Asset Management Awards (PAM) in three categories: Best Multi-Family Office (Over $10B) Best Firm Culture – Wealth Management (larger firms) Best Lifestyle Management Firm The PAM awards recognize the top investment professionals, wealth advisors, legal firms, […]
This fall, the Supreme Court of the United States will hear arguments regarding the legality of the Affordable Care Act (ACA). They will most likely announce their decision in 2021. If the law is declared unconstitutional, refunds for taxes paid related to the ACA legislation may be available. These taxes include the Additional Medicare Tax […]
Congratulations to Tyler Hilliard, the recipient of the July 2020 Capturing and Recognizing Excellence (CARE) award! The JDJ CARE award launched last summer as a way for JDJ team members to recognize their peers who deliver outstanding service to clients and colleagues. Tyler was selected for this honor because of his pivotal role in helping […]
We are very pleased to announce that Angela P. Simmons, CFP® has been promoted to Officer of JDJ Family Office Services, with the title of Senior Manager/Vice President. Angela displays exceptional leadership qualities and has contributed significantly to JDJ’s growth and outstanding reputation. “Angela is incredibly dedicated to her clients, team members, and our firm,” […]
Congratulations to Kylie Ruschioni, who is newly certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC). The AEP® designation is a graduate level, multi-disciplinary specialization which recognizes estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. Kylie was among a select group of members nominated by […]
We are delighted to announce that JDJ Family Office Services has been named Best Concierge/Specialist Service Firm by Family Wealth Report (FWR) Awards, an independent industry association. We are honored to be recognized as a premiere provider of financial and administrative services for ultra-high net worth families. “We are thrilled to be named the winner of […]
