CLIENT SPOTLIGHT: Grillo's Pickles

If you haven't been to the Grillo's Pickles website, you should. There, you'll find the fantastic story of how this company began. We've copied part of it here to save you a click.

Grillo's Pickles began with a pickle cart, just a small wooden stand in downtown Boston, where Travis Grillo and his friends would sell two spears for one dollar. Travis would make the pickles by night using his family's 100-year old recipe - one he'd memorized from making pickles every summer as a kid. In the morning, Travis would bike to the Boston Common and set up the cart with his buddies. They'd hang out all day, urging people to try the simple Grillo family pickle. It was a small business but Travis worked hard for it. He made more pickles, biked more miles, and slept less hours than he ever had before.
Read More..

CLIENT SPOTLIGHT: Factory Five Racing

Factory Five Racing was founded in 1995. Over the years they have grown from a start-up business in a small garage to become the world's largest manufacturer of "build-it-yourself" component car kits. They employ a full-time crew of about 40 people, and are located in Wareham, Massachusetts (about an hour south of Boston). They make their products right here in the USA, in the heart of New England where American manufacturing was born.
Read More..


Fred and Danny Magnanimi grew up watching their father create beautiful, handcrafted jewelry in the family's Cranston, RI jewelry manufacturing business. When the boys grew up, Fred moved to New York and began working on Wall Street as an investment banker, while younger brother Danny, still enamored by the family business, stayed home. Increased competition from overseas businesses created significant challenges for the business, but Danny was confident he could find a way for the family business to evolve and thrive. This was his mission, this was his passion.
Read More..




        No results found. Please try using a different keyword.
        See all

        Client Alerts

        Forget that Prince had no Will, What About the Estate Tax Problems?
        May 5, 2016

        John E. Ottaviani

        There has been a fair amount of buzz in the days after Prince's death about his estate plan, whether he has a Will, whether he did or did not do any planning.

        Part II: Taking Investment Advice with a Grain of Salt: The DOL Fiduciary Rules May Help Your 401(k) Plan Participation
        April 13, 2016

        Brian J. Reilly

        If you have a 401(k) plan and are trying to increase participation, you are aware of this frustrating trend

        Part I: Taking Investment Advice with a Grain of Salt: The DOL Fiduciary Rules May Make You Rethink that Rollover
        April 13, 2016

        Brian J. Reilly

        You probably know when you can withdraw/rollover money from your 401(k) plan (generally when you leave employment, turn 59.5, or retire).

        "Make a New Year's Resolution to Review Your Estate Plan in 2014"
        January 2014

        Each year, at this time, we remind our clients of the importance of keeping their estate plan up to date. Estate planning goals change over time for many reasons.

        "Inflation Adjustments for 2014 Transfer Tax Exemptions"
        November 2013

        The IRS has announced the 2014 inflation adjustments to various Internal Revenue Code provisions.

        "Estate Planning Awareness Week, October 20 – October 26"
        October 2013

        This week (October 20 – October 26) is Estate Planning Awareness Week.

        "Deadline to Make Portability Election Extended"
        February 2012

        The Internal Revenue Service has issued guidance which allows estates of individuals who died during the first six months of 2011 to extend the deadline to make a port2010ability election.

        "Reviewing Your Estate Plan is One Resolution You'll Want to Keep in 2012"
        January 2012

        New Year's resolutions typically center around improving physical, emotional and financial well-being.

        "Federal Income, Estate and Gift Taxes"
        March 2008

        The Economic Stimulus Act of 2008 and Current Estate and Gift Tax Exemptions