Episode 1: What Can MP CPAs Do For You? (1/3/2025)
Episode 2: Estate Planning in Massachusetts: Expert Strategies with Tim Lafalam (1/17/25)
Episode 3: Tax Residency Complexities: Insights from Jeff Laboe on Statutory and Domicile Tests (2/4/25)
Episode 4: Unlocking Business Value: Mastering Valuation Strategies with Tim Provost (2/17/2025)
Episode 5: Maximizing Your Stock Compensation Benefits with Expert Insights from Matt Baran (3/4/2025)
Episode 6: Navigating the SECURE Act 2.0: Critical Changes for Your Retirement Future (3/18/2025)
Episode 7: From Passive to Powerful: Unlock Your Real Estate Tax Benefits (4/1/25)
Episode 8: Money & Meaning: Unlocking Donor Advised Funds (5/20/25)
Episode 9: Tax-Free Exit: Section 1202 Stock Exposed with Phil Giguere (6/3/2025)
Episode 10: Beyond Borders: Understanding Your Foreign Tax Obligations with Alex Leslie (6/17/25)
Episode 11: The Business Entity Blueprint: How Your Business Structure Shapes Everything with Katelyn Henderson (7/1/2025)
Episode 12: Fringe Benefits: The Hidden Tax Implications of Workplace Perks With Sam Moriarty (7/15/2025)
Episode 13: When Charity Meets Strategy: The Hidden Vehicles of Philanthropy (8/5/2025)
Episode 14: Breaking Down the “Big, Beautiful Bill”: Your 2025 Tax Planning Guide with Joe Oliveira (8/19/2025)
Episode 15: Estate Tax Mastery: Gifting Strategies for Wealth Protection (9/2/2025)
Episode 16: Interest Expense Limitations: What Your Business Needs to Know About IRC 163J with Estefania Cabrera (9/16/25)
Episode 17: Crypto & Taxes: What You Need to Know with Jack LaBranche (10/7/2025)
Episode 18: Mastering IRAs: Beyond the Basics with Kelly Braese (11/4/1025)
Episode 19: Smart Investors Are Leveraging Qualified Opportunity Zones—Here’s How with Kiley Bissell (11/18/2025)
Episode 20: Tax-Smart Philanthropy: Maximizing Impact with Non-Cash Gifts with Brooke Williams (12/2/25)
Episode 21: Exit Strategy Essentials: Protecting Your Legacy When Selling Your Company with Patrick Leary (12/16/2025)
Episode 22: How The 2025 “Big Beautiful Bill” Changes Your Taxes, From SALT To Overtime with Maggie Gladu (1/6/2026)
Episode 23: A Practical Guide To The New Business Tax Bill And What It Means For Your 2025 Plan with Bryce Thompson (1/20/2026)
Episode 24: Audit Readiness: Navigating the New Uniform Guidance for a Flawless Single Audit with Sharon Blazejowski (2/3/2026)
Episode 25: Employee Benefit Plan Audit Red Flags: The Top Mistakes That Cost Clients Money with Meghan Boone (2/17/2025)