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Rewarding Insurance Agency owners

Selling Peace of Mind         While their insurance agency has been serving clients in Greater Holyoke for the past several years, Miguel Rivera and Lidia Rodríguez’s story […]

What Does It Mean for Estate-tax Liability in Massachusetts? By Elizabeth Dougal, Esq.   Massachusetts estate-planning clients frequently ask whether they should transfer their vacation property, typically located in Florida […]

Rolling with the Changes By Daniel Eger and Cindy Gonzalez Tax laws are like a constantly shifting landscape, subject to periodic changes that can significantly impact your financial bottom line. […]

Kicking Off a Campaign   Cooley Dickinson Hospital announced last week that it has received a $100,000 gift from Greenfield Cooperative Bank to support the expansion and renovation of its […]

Peaking Their Interest   Bob Fraser acknowledged there’s a good deal of real estate between the Berkshires and the Bay State’s South Shore. He knows because he traverses that distance […]

Roadmap for Reporting By Jennifer Sharrow, Esq.   Businesses, get ready. The federal government is implementing new reporting requirements that will bring even the smallest businesses under the purview of […]

An Uphill Climb Dan Moriarty was among the participants in the recent IRONMAN competition that wound its way through many Western Mass. communities. The president and CEO of Monson Savings […]

Calling for a Recount By Kara Graves, CPA   On Feb. 23, 2023, the Department of Labor, the IRS, and the Pension Benefit Guarantee Corp., in conjunction with the Employee […]

Sound Investment By Hub International   Financial wellness is no longer just being a nice thing for employees or a way to help recruiting and retention — it’s an important […]

Julie Quink (left) and Deborah Penzias

Firm Resolve   Julie Quink says she’s often asked about the name of the company she now leads with her partner, Deborah Penzias. And that’s understandable, given that neither one […]

Vinnie Daboul (right, with Bob Borawski)

Beyond the Paycheck Allison Ebner called it “a little bit of a wavy ocean at the moment.” She was referring to the shifting calculus within companies of what benefits to […]

Checks and Balances   By Mark Morris About a year into the pandemic, banks found themselves in a strange position. When the federal government pumped stimulus and Paycheck Protection Program […]

And If There Is One, How Will It Affect You? By Barbara Trombley, CPA   It seems as if we have been waiting for a recession for quite a while […]

The five partners at Meyers Brothers Kalicka

Marking a Milestone It’s called the ‘Founders Room.’ This is a small conference room at Holyoke-based Meyers Brothers Kalicka featuring a table that can comfortably seat six or seven people, […]

Avoiding a World of Hurt By Encharter Insurance   If you are an employer in Massachusetts with one or more employees, workers’ compensation is a mandatory business-insurance coverage. An employer […]