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Paul McNulty, CFP® | Boston Metro Advisor

Paul McNulty, CFP® | Boston Metro Advisor

Financial Advisor in Boston, MA

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Tax Planning

September 11, 2026 By Paul McNulty

Your Tax-Preparation Checklist

As the new year begins, it’s time to think about taxes. The IRS typically opens the individual tax filing season in mid-to-late January each year, and

Filed Under: Tax Planning Tagged With: Budgeting & Spending, Tax Planning

September 11, 2026 By Paul McNulty

How To Maximize Your Charitable Giving

Many charitable organizations rely heavily on generous donations from their supporters to keep their doors open and continue carrying out their

Filed Under: Tax Planning Tagged With: Estate & Legacy Planning, Tax Planning

September 11, 2026 By Paul McNulty

What Changes Are in Store for Your Income Taxes?

You might have heard the news: Congress finally reached an agreement, and our income tax system will be changing in some fairly significant ways. But

Filed Under: Tax Planning Tagged With: Estate & Legacy Planning, Tax Planning

September 11, 2026 By Paul McNulty

The IRS Can Seize Your Tax Refund If…

Like millions of Americans, you might anxiously await your tax refund each spring. Perhaps you're saving for a major purchase, or you're going to be

Filed Under: Tax Planning Tagged With: Common Mistakes, Tax Planning

September 11, 2026 By Paul McNulty

A Quick Guide to the Charitable Contribution Deduction

It's that time of year again! Many of you are going shopping, decorating your homes, or preparing for holiday festivities. But don't forget that

Filed Under: Tax Planning Tagged With: Estate & Legacy Planning, Tax Planning

September 11, 2026 By Paul McNulty

4 Ways to Prevent Excessive Taxation

Everyone wants to be the guy who earns a sizeable income… until the tax bill arrives! Where taxes are concerned, those in the top income brackets

Filed Under: Tax Planning Tagged With: Retirement Age & Timing, Tax Planning

September 11, 2026 By Paul McNulty

Five Income Tax Mistakes to Avoid

Income tax season is in full swing, and no doubt you’re ready to get the arduous task behind you. But don’t get in too much of a hurry. Some mistakes

Filed Under: Tax Planning Tagged With: Common Mistakes, Tax Planning

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL,HI,MA, NH,NY,TX.

Serving Woburn, MA, Arlington, and the Boston Metro Area.

Paul McNulty, CFP®
(781) 995-0253
[email protected]
444 Washington St., Suite 306
Woburn, MA 01801

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