Jesse Stanesa is a Vice President of Regional Public Affairs in Fidelity’s Corporate Affairs group. He has been with Fidelity for 18 years and currently leads government relations and public affairs in Fidelity’s headquarter state of Massachusetts...

Matthew Schnall is a versatile tax lawyer who has more than 20 years of experience representing clients in complex tax matters, including tax controversies, transactional planning, administrative rulings and tax regulatory compliance. He has...

Stephen Mosha is a partner and leads the International Tax Services group for the East region. He has over 19 years of experience providing international tax consulting services to clients of PwC's Boston and London offices. Stephen works with US and...

Debbie joined MTF in 2019; she is an experienced and dynamic sales and customer service professional with a passion for developing strong member relations that foster new business growth and brand loyalty. She is responsible for the on-going...

MTF’s new analysis highlights the implications of our revised forecast on the MBTA, the Massachusetts School Building Authority (MSBA), and other purposes supported by dedicated tax revenue. We estimate that compared to the original consensus...

MTF revised its FY 2021 tax revenue forecast and presented its findings at the April 14 Virtual Roundtable Discussion on the Impact of COVID-19 on the Commonwealth's Fiscal Health and Economy, hosted by the Senate and House Chairs of Ways & Means...

MTF has revised its FY 2021 tax revenue forecast to include the impact of the COVID-19 pandemic. We project a decline of $4.4 billion or 14.1% from the January 2020 benchmark. The forecast assumes new virus cases peak in April, abate in June, and...

“It is good news that tax revenue collections exceeded the monthly estimates,” said McAnneny. “But caution remains the key word for the rest of the fiscal year because revenues remain below projections for the year.” ...

This in-depth analysis of the Commonwealth's capital finances finds that the growing pressure on the capital budget has reached a crisis stage. The report warns that unless Massachusetts takes a series of steps to direct more of the state's resources...

In its annual analysis of state spending, MTF reports that soaring expectations are creating a demand for a combination of major spending increases and large tax cuts that cannot be sustained in the long term. The report recognizes the Legislature...