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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.
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Use of a donor advised fund can help holders of concentrated stock positions engage in charitable giving while maximizing their tax benefits.
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- Economic Perspectives
- Market Commentary
- Financial Planning
- Managing Taxes
The midterm election results of 2018 look a lot like 2011. With the change in power Doug Fisher, Washington Expert covers what we can expect looking ahead to 2019.
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As Congress prepares for its August recess and looks ahead to midterm elections, a great nervousness prevails over both Republicans and Democrats on the outcome of the election.
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Washington policy expert, Doug Fisher; Sullivan and 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.
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While the new law simplified some tax provisions for individuals such as replacing most itemized deductions with a larger standard deduction, it made the law murkier for one of the most valuable tax benefits for small businesses — the special tax rate for businesses organized as pass-through entities.
Read PostWashington policy expert Doug Fisher shares his insights on the latest tax reform proposal negotiations in Congress. He, along with Boston Private’s Brian Lopez and Shannon Saccocia will discuss how tax reform may affect you and your business as well as provide tax and investment planning tips.
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With the failure of Congressional Republicans to repeal and replace the Affordable Care Act, tax reform is now thrust to the front of the line as the White House and Congressional Republicans look for their first major legislative policy win.
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