Planning would be much easier if we knew for certain what changes will take place in the Federal Tax Code next year. However, given that we may not know what will happen until very late this year, it is important to work closely with your clients and plan now.

Laura Barooshian, CPA, MST, is a principal in the Private Clients group at DiCicco, Gulman & Company, a Woburn-based CPA and business consulting firm. In the course of providing tax planning and compliance services to high-net-worth individuals, she regularly presents clients with philanthropic planning alternatives. Laura can be reached at 781-937-5332 or [email protected].

Joel Rothenberg, CPA, JD, LLM, is a partner in the firm's Commercial Business group. He specializes in sophisticated tax matters affecting high-net-worth individuals, including owners and advisors for closely held companies and other entrepreneurs. Joel can be reached at 781-937-5135 or [email protected].

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