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Join us for a discussion on how the 2020 election will impact the markets and tax policy.
Read Post RegisterA 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.
Read PostStaying 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.
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As a savvy consumer of financial services, it’s important to understand how your assets are safeguarded.
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Congress passed a second economic relief package called the Paycheck Protection Program and Health Care Enhancement Act (Act) totaling over $480 billion.
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The Coronavirus Aid, Relief, and Economic Security (CARES) Act signed effective April 2, 2020 aims to address economic and industry impacts of the COVID-19 pandemic. We outline the key provisions and potential impacts.
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This passage requires most small- and medium-sized size businesses to provide temporary paid family medical leave and sick pay. We provide a brief analysis of the latest legislation.
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The 2018 tax filing season is upon us and the IRS is once again open for business. This is the first year taxpayers will see the effects of the 2017 Tax Cuts and Jobs Act. In addition, on January 18, 2019, the IRS published final regulations and three related pieces of guidance on application of the pass-through tax break. In a nutshell, the regulations provide clarity on what type of businesses and investments qualify for the pass-through tax break.
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In California a ballot initiative could increase commercial & industrial property taxes, we outline the proposal and provide a few ways to prepare if you are potentially impacted.
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Pivoting breathes new life into a business. In fact, for many businesses, it signals the beginning of a new, more profitable chapter.
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