Johnson O'Connor

10/29/2026

Always a great day when our JOers can get out of the office and give back! We’re proud to support the Salem Food Pantry and the incredible work they do for our local community.

10/29/2026

Latest Insight | Massachusetts real estate transactions require an additional step(s) at closing

Massachusetts real estate transactions may involve an additional withholding requirement at closing, making it important for sellers and their advisors to understand the potential tax implications before finalizing a sale.

Read the full insight →

For sales occurring on or after November 1, 2025, sellers of Massachusetts real estate with a gross sales price exceeding $1 million may be subject to withholding requirements. A Transferor’s Certificate is required with each sale. What Closing Attorneys Should Know The withholding agent, which m...

10/23/2026

We had a great time last night at Kings celebrating the 10/15 deadline! A fun night of games, good company, and team bonding. We’re grateful to have such a great team to celebrate with! 🎳🎉

10/20/2026

Latest Insight | Quality of Earnings vs. Financial Statement Audit: Understanding the Difference

While a financial statement audit focuses on historical financial accuracy, a Quality of Earnings (QoE) analysis evaluates the sustainability of earnings and potential risks to help buyers and sellers make informed transaction decisions.

Read the full insight →

Business owners often assume a financial statement audit and a Quality of Earnings (QoE) analysis provide the same level of insight. While both involve a review of financial information, they serve very different purposes. A financial statement audit is designed to determine whether historical finan...

10/08/2026

Latest Insight | Trusts & Estates Tax Planning: A Collaborative Approach

Effective trust and estate planning goes beyond tax compliance. Johnson O’Connor’s Trusts & Estates Tax Team helps clients and their advisors navigate tax considerations, gifting strategies, and evolving planning needs.

Read the full insight →

Trust and estate planning often involves tax considerations that extend well beyond the preparation of a return. Understanding those implications throughout the planning and administration process can help avoid unintended consequences and support a client’s broader financial and estate planning g...

09/30/2026

Latest Insight | Receiving Equity Compensation? Plan Ahead for Taxes

Stock-based compensation can come with complex tax implications, and the timing of when you exercise, vest, or sell can make a meaningful difference. Our latest insight breaks down the tax treatment and key planning considerations for RSUs, ISOs, and NSOs.

Read the full insight →

Stock-based compensation has become increasingly common as companies compete to attract and retain talent. Whether you’ve received Restricted Stock Units (RSUs), Incentive Stock Options (ISOs), or Nonqualified Stock Options (NSOs), understanding how each is taxed can help you avoid surprises and i...

09/29/2026

Reminder: Massachusetts Nonprofit Annual Report Due by November 1st

https://www.johnsonoconnor.com/2026/09/29/reminder-massachusetts-nonprofit-annual-report-due-by-november-1st-2/

09/23/2026

Quality of Earnings analysis – new rules from the SBA

https://www.johnsonoconnor.com/2026/09/23/quality-of-earnings-analysis-new-rules-from-the-sba/

09/09/2026

Ready to take the next step after graduation? Meet our team at an upcoming career fair and learn how you can start your career as an Entry-Level Staff Accountant at JO. We look forward to meeting you! See our open positions here: https://www.johnsonoconnor.com/careers/open-positions/

09/08/2026

Cybersecurity Risks for Retirement Plans
https://www.johnsonoconnor.com/2026/09/08/cybersecurity-risks-for-retirement-plans/