Many Massachusetts residents are surprised to learn that estate taxes may apply long before a family considers itself “wealthy.” With rising home values, retirement accounts, investment portfolios, and life insurance proceeds, it is increasingly common for families to unintentionally cross Massachusetts estate tax thresholds without realizing it. With the federal exemption now at $15 Million…
Mr. Rothenberg’s particular tax expertise is in the following areas: complex tax returns, cryptocurrency tax returns, tax and estate planning for persons of significant assets and means, audits, and IRS tax controversies.









