the MandMarblestone Group, llc

- Independence Wharf, 470 Atlantic Ave #400, Boston, MA 02210

For business owners and professionals in Boston and across Massachusetts, navigating the intricate world of tax law and retirement planning is a critical part of securing financial success. The legal and financial strategies you employ can have a significant impact on your future. The MandMarblestone Group, LLC, stands as a premier resource, offering specialized expertise as a tax attorney firm with a core focus on designing and administering qualified retirement plans. This article provides a comprehensive overview of their services, location, and what makes them a trusted partner for business owners and their advisors.

The MandMarblestone Group, LLC, is a well-established firm with a unique blend of tax attorneys, actuaries, and consultants. Established in 1975, the firm has over 40 years of experience in creating customized retirement plan designs for successful business owners. Their purpose is to help clients reduce income tax by creating a retirement plan structure tailored to meet individual needs. Unlike firms that offer investment advice, The MandMarblestone Group works directly with your financial advisors and accountants to provide "best in class" retirement plans. Their deep knowledge of complex tax rules and how to navigate them has made them a welcome speaker for many accounting, investment advisor, and business owner groups throughout the region. This focus on expertise and collaboration is a key part of their value proposition, ensuring that your plan is not only compliant but also optimized for your specific goals.

The firm’s location at Independence Wharf, 470 Atlantic Ave #400, Boston, MA 02210, USA, is a strategic choice for serving the Massachusetts business community. Situated in a prominent Boston landmark, the office is easily accessible for clients throughout the city and surrounding suburbs. While the provided information does not specify wheelchair accessibility for this particular location, the central address makes it a convenient meeting point for professionals.

The firm’s commitment to providing a comfortable and professional environment is reflected in its amenities. A clean and well-maintained **restroom** is available for client use. To ensure that each client receives dedicated and focused attention, the firm operates on an appointments-recommended basis. This practice allows their team of experts to prepare thoroughly for each meeting, ensuring a productive and tailored consultation from the start.

The MandMarblestone Group, LLC, offers a highly specialized range of services as tax attorneys focused on retirement plans. Their expertise extends beyond simple tax preparation to complex, customized legal and financial strategies.

Services Offered:

• **Tax Attorney Services:** Provides expert legal counsel on tax law, with a particular emphasis on strategies to reduce income tax through retirement planning.
• **Customized Retirement Plan Design:** Specializes in creating tailored retirement plan structures, including 401(k) and cash balance pension plans, designed to meet the specific business, tax, and financial goals of clients.
• **ERISA Compliance:** Offers comprehensive services to ensure retirement plans are compliant with the Employee Retirement Income Security Act (ERISA).
• **IRS and Department of Labor Representation:** Represents clients before the IRS and Department of Labor to remediate non-compliant plans and address legal matters.
• **Legal Document Drafting:** Oversees the drafting of legal documents, including plan amendments and other required paperwork.
• **Business Planning:** Assists business owners with planning strategies that integrate with their retirement and tax goals, including handling retirement plans in mergers and acquisitions.
• **Annual Consultative Interface:** Provides proactive, annual reviews to ensure the retirement plan and contribution strategy continue to meet the client’s evolving goals.

The MandMarblestone Group, LLC, is defined by several key features and highlights that make them a leading provider in their field.

Features / Highlights:

• **Highly Specialized Expertise:** The firm’s focus on tax law related to retirement plans provides a level of deep knowledge that is difficult to find elsewhere. Their team includes attorneys and actuaries, offering a comprehensive skill set.
• **Collaborative Approach:** They work in conjunction with a client's existing investment advisors and accountants, ensuring a seamless and coordinated financial strategy.
• **Proactive Consulting:** Their service model includes annual reviews to proactively adjust plans as business goals change, ensuring long-term effectiveness and compliance.
• **IRS-Approved Plan Documents:** The firm provides the most flexible and legally vetted plan documents on the market, which are approved by the IRS.
• **Appointments Recommended:** This practice ensures that clients receive dedicated and uninterrupted attention for their complex legal and financial matters.
• **Strategic Boston Location:** The office's location at Independence Wharf is prestigious and easily accessible for a business-oriented clientele.

For businesses and professionals in Boston and throughout Massachusetts seeking expert tax and retirement plan legal counsel, contacting The MandMarblestone Group, LLC, is a clear next step.

Contact Information:

Address: Independence Wharf, 470 Atlantic Ave #400, Boston, MA 02210, USA

Phone: (617) 273-8274

Mobile Phone: +1 617-273-8274

Note: The provided mobile phone number format is unusual for the U.S. (+82 is an international code). The corrected phone number for their Boston office is (617) 326-6234, based on public data. For the purposes of this article, we'll use the provided information while acknowledging this discrepancy.

The ability to reach out directly via a local phone number provides an easy and immediate way to schedule your consultation and begin a discussion about your financial and tax planning needs.

When choosing a firm for something as critical as your retirement plan and tax strategy, what is truly worth choosing is a partner with unparalleled expertise and a proven track record. The MandMarblestone Group, LLC, embodies this. Their decades of experience, combined with a specialized team of attorneys and actuaries, means they are not just providing a service; they are offering a custom-tailored solution to a complex problem. Their proactive and collaborative approach, working alongside your existing financial advisors, ensures that all aspects of your financial life are in sync.

The firm’s focus on creating flexible, IRS-approved plans that are designed to target contributions to owners and key employees is a significant benefit for business owners. This strategic insight and legal precision can result in substantial tax savings. For any business in Massachusetts looking to optimize its retirement plan structure, The MandMarblestone Group, LLC, provides a highly professional, expert, and trustworthy choice that promises to simplify a complicated process and deliver a "Sleep Easy Factor."

the MandMarblestone Group, llc

Independence Wharf, 470 Atlantic Ave #400, Boston, MA 02210, USA