News

Tax Changes on the Horizon – What to Consider Before Year End

By Cheryl A. Patterson Our comments are general in scope and should not be relied upon as specific tax advice.  We strongly recommended that you discuss your specific situation with your CPA or tax preparer to determine what, if any, steps you should take prior to year-end. A few highlights: SALT (State and Local Tax) Change – Beginning in 2018 the total allowable deductible amount is capped at $10,000. This total includes real estate taxes and state income taxes. What to consider doing before year-end: Prepay any 2018 property taxes that have already been determined for your property....

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Hart & Patterson Financial Group donates $20K to Cooley Dickinson Breast Center

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Cambridge News Release: Spirit of Cambridge Award

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2015 New Year’s Newsletter

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Women and Money: It’s All About Relationships, Forbes, May 2013

Cheryl Patterson, co-founder of financial services firm Hart & Patterson, knows this well. The 10-person (all women!) western Massachusetts-based company was built on and continues to thrive on relationships – with each other and their clients

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Financial Planning, Sept 2012

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