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
A well-constructed estate plan reduces stress and legal hassles for your family. It also gives them direction if you’re incapacitated. And there are other benefits too, says Boston Private’s Gerald Baker, J.D.Read Post
While investment management is a critical component of your wealth strategy, managing your financial life goes beyond simply managing your investment portfolio.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
Washington policy expert, Doug Fisher moderates a roundtable discussion with Boston Private professionals on Tax Reform and how it will impact individuals, businesses and investments for 2018 and beyond.Read Post
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.Read Post
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