A quick overview of how the new Tax Act could influence your income, retirement savings, and lending decisions in the year ahead from Boston Private Managing Director and Wealth Strategist Alyssa Do, JD, LL.M.Read Post
Before you file away your income tax paperwork for 2017, why not take a quick look at what you might do differently this year to save time and money on your returns next year? Alyssa Do, JD, LL.M, Managing Director and Wealth Strategist at Boston Private, shares her top three tips.Read Post
One of largest tax cuts in U.S. history is now law. And the most complicated section in the new tax law is proving to be the new tax-rate reduction for the so-called “pass-though” entities, including partnerships, S corporations, LLCs, and sole proprietorships. Careful planning by business owners now is critical to maximizing tax benefits.Read Post
Washington policy expert, Doug Fisher; Sullivan & Worcester's tax law expert and partner, Amy Sheridan; and Boston Private’s Managing Director, Brian Lopez as they review the new tax cuts for pass-through entities and small businesses, including planning tips and considerations to maximize the benefits under the new law.Download iTunes Read Post
Whether you delegate tax preparation or do it yourself, you still need all the right documents in time to meet your filing deadline. Learn when to expect the most common forms and how to send them safely.Read Post
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