Listen to our discussion as we look at the Biden Administration’s agenda during the first 100 days in office. Our panel of experts was joined by a Washington Strategist for a conversation on the current landscape and planning considerations for 2021.

Listen to our discussion on the current and future impact of the 2020 election on the economy, global markets, and tax policy. Our panel of experts, joined by a Washington Strategist, covered the current landscape and discussed planning considerations following the election.

A discussion on how the 2020 election will impact the markets and tax policy.

A discussion with professionals from Ernst & Young for an overview of the loan forgiveness process. The discussion will also include details on the concepts, calculations and application steps necessary for loan forgiveness.

Staying engaged and keeping our clients informed in times of uncertainty is imperative to our commitment to excellence and client service. Paul Simons, President of Private Banking, Wealth and Trust at Boston Private led a discussion with business owners who have sustained, adjusted and pivoted their business operations. The discussion also included advice from Boston Private experts on advanced wealth planning strategies, such as philanthropic giving opportunities to support your community, and securing your multigenerational legacy.