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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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Estate & Legacy 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

Why is Estate Planning So Important?

September 11, 2026 By Paul McNulty

Why is Estate Planning So Important?

Each year, the IRS performs audits on tax returns, and discovers that many of us are making costly mistakes. But who do they target for these audits?

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