Category: Thought Leadership

Massachusetts Delays Charitable Contribution Deduction until 2022

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 […]

JDJ Shortlisted for Private Asset Management Awards in Three Categories

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, […]

Guide to Holiday Tipping

The holidays are traditionally a time to thank those who provide us services throughout the year, but determining who and how much to tip can be confusing. Each of us has a different idea about what constitutes good service and how that service should be recognized. The pandemic has had a significant impact on all aspects of […]

Coronavirus Impact: How to Help

The impact of the coronavirus is being felt in every corner of the globe and the effects of this pandemic will be far-reaching and sustained, particularly by our most vulnerable populations. In addition to following CDC guidelines to prevent the spread of the disease, practicing vigorous hand washing, and (safely) checking on neighbors, what actions […]

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 […]