As January began, it was clear that 2017 was going to be a tough act to follow for investors. It was a year marked by historically low volatility, essentially unchanged Treasury yields, and a straight up trajectory for equity markets, and as such, it seemed unlikely for this Goldilocks scenario to repeat itself again in 2018.

The Internal Revenue Service has issued an advisory bulletin to all tax professionals, employers, and other tax payers about tax form related phishing campaigns.

As 2017 closed, it has become clear that the "animal spirits" that guide the markets can shake off natural disasters, populist uprisings, a nuclear threat, and an ongoing stream of fodder for what once would have been Presidential scandals, but now pass for business as usual in the Trump Administration...

On December 19, 2017, the House and Senate approved final passage of the Tax Cuts and Jobs Act (H.R. 1). The law provides $5.5 trillion in tax cuts with $4 trillion in offsetting tax increases. This leaves a net $1.5 trillion of unfunded tax cuts.

We're in the final stage of tax reform following the Senate's passage of its bill. Washington policy expert Doug Fisher explains the complicated and most critical next step in the process to final passage of tax reform. As the House and Senate bills shape up, Doug offers an important planning consideration related to your business.

At Boston Private, we have the opportunity to partner with many diverse and talented business owners, striving to help them live their lives the way they want to and achieve their goals, hopes and dreams. Every single one of them has a different reason why they work so hard to achieve so much in life. We took 30 minutes with Annette Palazuelos, President and CEO of LifeLung, Inc. DBA Tridant Solutions, a multi-certified 8(a) woman-owned small business specializing in government contract services in Southern California. Read on to learn more about her biggest influences and what has driven the company’s success.

While the proposed federal tax reform plan making its way through Congress isn’t likely to change anything for this tax year, there are plenty of moves you can make before Dec. 29 to help reduce your 2017 tax bill. Here’s a quick list of ten tax topics to review with your financial and tax advisor before year end.

Small cap stocks typically conjure up notions of high growth or new IPO opportunities, but rarely does an investor stop to consider the idea of dividends. The Boston Private investment team shares its approach to small/mid cap income.