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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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Taxes

January 22, 2021 By Paul McNulty

Your 2021 Tax-Preparation Checklist

By Paul S. McNulty, CFP®  With 2020 finally behind us, it would be nice to take a moment to breathe a small sigh of relief. Instead, like it

Filed Under: Taxes

May 20, 2020 By Paul McNulty

How To Maximize Your Charitable Giving

By Paul S. McNulty, CFP®  There are a lot of people who are struggling right now due to COVID-19, none so much as organizations that rely on

Filed Under: Financial Tips, Estate Planning, Taxes

January 16, 2018 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: Taxes

December 12, 2017 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: Taxes

July 11, 2017 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: Financial Tips, Taxes

June 15, 2017 By Paul McNulty

The Surprising Pitfalls of Accumulating Wealth

Accumulating wealth is always a great thing, right? Well, mostly. Obviously we want you to enjoy financial security and a long, healthy retirement.

Filed Under: Financial Tips, Retirement, Taxes

February 8, 2017 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: Financial Tips, Taxes

Why is Estate Planning So Important?

December 20, 2016 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, Taxes

October 24, 2016 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: Financial Tips, Taxes

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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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