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’re solidly committed to serving all of the people within our footprint. That’s why we work in close partnership with diverse groups of people and organizations in our neighborhoods to give them access to capital for a variety of programs that serve low- and moderate-income people.

Addressing the gender gap, particularly in leadership positions, is key to building a successful company. As a sponsor of EY’s Entrepreneur of the Year Award — New England, Boston Private is privileged to be able to share EY’s valuable research with our clients. This study of women worldwide examines how to create an ecosystem that supports women professionals throughout their careers and discusses critical workplace skills and how they can be developed.

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.

Here are the latest developments from Washington policy expert Doug Fisher that outline the changes and compares the major provisions of the House and Senate bills.

Donor Advised Funds (DAFs) are easy to establish, flexible, and private—and it can relieve you from the pressure of having to make too many individual giving decisions before year end.