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.
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What’s the best charitable giving strategy to pursue while awaiting the outcome of proposed tax law changes in Washington? The methods, charities, and assets you choose can affect your tax deduction.
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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.
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With “open enrollment” for Medicare now in full swing (from October 15th through December 7th), it’s time for people already with Medicare benefits to review their coverage and switch plans if they want different options — or more savings.
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With the Equifax breach still making headlines, it can feel like no personal or financial information is completely safe and secure. If big corporations can get hacked, is there any hope for the rest of us in our private lives?
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As every CFO and business owner will attest, steady, predictable cash flow is the fuel for running a successful, growing business. Despite its importance, study after study has found inadequate cash forecasting and management to be among the leading causes of business failure.
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Most people assume the components of a financial plan include their brokerage, retirement and bank accounts, but a financial plan is much more than that. A financial plan takes into account your assets, your liabilities and any other circumstances that will impact your wealth. A financial plan focuses on your goals – both short and long-term – and what you need to achieve them. At Boston Private, we provide a comprehensive analysis and develop a plan customized for your individual situation.
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Many investors tend to overlook – or are unaware of – how the placement of assets in accounts can impact returns over time. Determining your appropriate asset allocation is the most critical step in designing your investment plan. Once that is determined, it is important to locate assets in a way that can minimize taxes and provide for appropriate cash flow throughout your retirement and distribution to heirs.
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The midpoint of the year can be a good time to step back and assess your financial goals to make sure you're still on track and given any changes in the economy and markets as well as your personal situation.
Read PostRegister today and join industry experts Jack Beauregard, Founder and CEO of Successful Transition Planning Institute, a nationally recognized expert on transition planning, who along with our internal expert, Carolyn Macedo, will share proven methods that help business owners think and plan for their business and personal futures.
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