News & Analysis as of

Surtax State Taxes

Bowditch & Dewey

Major 2024 Changes for Individual Massachusetts Taxpayers

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Due Date - The due date for Massachusetts Income Tax Returns is April 15, 2025. Income Tax Rate - The tax rate on most types of taxable income is 5%. The tax rate on long-term gains from the sale or exchange of...more

Harris Beach Murtha PLLC

Best Practices for Massachusetts "Millionaires Tax" Planning in 2023

On November 8, 2022, Massachusetts voters approved an amendment to the Massachusetts Constitution that implements a surtax of 4% on an individual’s annual taxable income to the extent it exceeds $1 million starting January...more

Harris Beach Murtha PLLC

Massachusetts Voters Vote "Yes" on Millionaire's Tax

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On November 8, Massachusetts voters voted “yes” to approve the imposition of a 4% surtax on Massachusetts taxpayers with income over $1 million. This so-called “Millionaire’s Tax” will be imposed on top of the state’s current...more

Nutter McClennen & Fish LLP

Key Considerations When Planning for the Massachusetts ‘Millionaires Tax’

On November 8, 2022, Massachusetts voters approved an amendment to the Massachusetts Constitution imposing, effective January 1, 2023, a surtax of 4% on an individual’s annual taxable income to the extent it exceeds $1...more

Blank Rome LLP

A Battle against Discrimination

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It is without question that when the Washington Legislature enacted the Business & Occupation surtax on financial institutions with consolidated net income of at least one billion dollars, the Legislature had a discriminatory...more

Bowditch & Dewey

$2 Billion in New Taxes Proposed

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It appears as though the “millionaire’s tax” is back in play in Massachusetts. On Friday, January 18, Massachusetts State Senator Jason Lewis (D-Winchester) and Representative James O’Day (D-Worcester) filed legislation that...more

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