Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
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Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
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Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
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Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
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Entertainers
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Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
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Business Management
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Athletes
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Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
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Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
-
Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
-
Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
-
Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
-
Entertainers
-
Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
-
Business Management
-
Athletes
-
Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
-
Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Focus Areas
Stock Options and Equity Compensation
Tax Planning
Estate Planning
Client Specialty
Executives
Business Owners
Professionals
As the Managing Director of Tax Services at The Colony Group, Justin leads a team that prepares over 3,000 individual, trust, entity, and foundation tax returns annually. Justin is a member of our Diversity, Equity, and Inclusion Council. Prior to joining The Colony Group, he worked for Kahn, Litwin, Renza & Co. where he prepared and reviewed tax returns for high net worth individuals as well as partnerships and corporations.
Justin earned his Bachelor of Arts from Holy Cross majoring in Economics and Accounting. He went on to receive a Juris Doctor from Boston College Law School and is admitted to practice law in the Commonwealth of Massachusetts. In his spare time, Justin enjoys spending time with his wife and two daughters, traveling, and golf.
Published Insights
Topical Viewpoints
Year-End Tax Planning 2023
December 11, 2023
With a divided Congress and the 2024 elections on the horizon, it is unlikely that we will see any major federal tax legislation in the immediate future. In turn,...
Topical Viewpoints
Year-End Tax Planning 2022
December 5, 2022
For the past two years we have prepared for the potential passage of major tax legislation. Due to razor-thin margins in Congress, however, the sweeping proposals of the Build...
Now’s a Good Time to Focus on Tax-Loss Harvesting. Here Are 7 Tips.
May 12, 2022
“Sometimes the best move is not to make any move,” says Justin Gilmartin of The Colony Group to Cheryl Winokur Munk via Barron’s. Read...
Wealth Management
YEAR-END TAX PLANNING 2021
December 8, 2021
Last year at this time we were faced with uncertainty regarding potential tax-related changes, preparing for potentially massive changes to the income and estate tax rules. The proposed tax...
Wealth Management
Webinar Recording – Caution: Tax Changes Ahead
March 1, 2021
The Biden Administration has proposed sweeping changes to the tax code that could affect your taxes in many areas, including personal income, employment, estate, gift, and corporate taxes. With...
Wealth Management
What You Need to Know About the Latest COVID-19 Relief Bill
December 29, 2020
Last week, Congress passed a $900 billion relief bill called The Consolidated Appropriations Act, 2021 (the Act). The legislation was signed into law by the President on Sunday, December...
Wealth Management
Year-End Tax Planning 2020
December 3, 2020
The many challenges of 2020 have of course been exacerbated by the heightened uncertainty surrounding them. While the human challenges remain the most critical, from a financial-planning perspective, many...
Wealth Management
Should you plan for higher taxes now? Yes, say tax professionals.
October 27, 2020
With the election just around the corner, we thought it would be helpful to alert you to some of the tax planning ideas we are currently considering for clients....
2019 YEAR-END TAX PLANNING
December 9, 2019
It has now been almost two years since the Tax Cuts and Jobs Act (TCJA) passed at the end of 2017. The stated intention of the TCJA was to...