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Round 2 By Jonathan Cohen-Gorczyca, CPA, and Amila Hadzic On Dec. 27, 2020, the Economic Aid to Hard-Hit Small Businesses, Nonprofits, and Venues Act was signed into law to assist […]

A Tax-planning Checklist By Dan Eger   It is that time again, your favorite and mine, tax season! As we have made it through hopefully the worst of the pandemic, […]

Lussier-Dowd’s new office

Expanding the Footprint The Dowd Agencies and the J. Raymond Lussier Insurance Agency announced last week they have merged their operations and will be known as Lussier-Dowd Insurance. The merger […]

Premium Concerns By Mike Horan Insurance costs have already been rising — the property and casualty space has seen 11% rate increases annually, on average — due to uncertainty around […]

Dan Moriarty, left, and Mike Rouette.

They’re Still Goal-oriented Michael Rouette says he keeps a copy of the 36-year-old news story in his office. He’ll take it out and read it on occasion, and will proudly […]

Checking on the Community Paul Scully says local philanthropy is baked into the DNA of this region’s financial institutions. “Banks have always been great about supporting communities. And we are […]

Tax Planning in a Gig Economy By Ian Coddington   In recent years, we have seen a rise in so-called side hustles and gig work, where individuals take on part-time […]

Lending a Hand By Mark Morris Sometimes being thrown into a challenging situation leads to … well, a good idea or two. Or at least a new way of thinking. […]

Paul Scully Charles Steinberg

Play Ball Baseball season is — hopefully — just four months away, and Paul Scully says that’s reason for excitement in Massachusetts. “Just think about this year and the fact […]

More Than Just Bitcoin By Matthew Ogrodowicz, MSA   ‘Blockchain’ is a term used to broadly describe the cryptographic technology that underpins several applications, the most widely known of which […]

Year-end Tax Planning By Kristina Drzal Houghton, CPA, MST   This year has been unlike any other in recent memory. Front and center, the COVID-19 pandemic has touched virtually every […]

Review, Refocus, and Reset By Julie Quink, CPA, CFE This year has been riddled with a series of unexpected and unanticipated events for business owners and organizations, the height of […]

Chuck Leach, president and CEO of Lee Bank.

Lending Support Community banks love commercial lending, Chuck Leach says. “It’s just good business for us — Main Street lending, that’s where we can have a nice give and take […]


Seeking Relief By Lisa White and Malik Javed   On March 27, the Coronavirus Aid, Relief, and Economic Security Act, or CARES Act, was signed into law. The Act has […]

At a Premium The story is a familiar one by now: hospitals across the U.S., hammered by COVID-19, began directing resources toward fighting the pandemic last spring and curtailed elective […]