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Client Town Hall: Paycheck Protection Program Loan Forgiveness
Posted in Insight & Opinion
  • Optimizing Operations

A discussion with professionals from Ernst & Young for an overview of the loan forgiveness process. The discussion will also include details on the concepts, calculations and application steps necessary for loan forgiveness.

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Don't Underestimate the Importance of Company Culture
Posted in Insight & Opinion
  • Economic Perspectives

One of the toughest issues facing growing firms in a fiercely competitive market is the importance of company culture.

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Meet the Wexlers. This is their WHY.
Posted in
  • Optimizing Operations
  • Financial Planning
  • Financial Planning

Ken Wexler and his daughter Lisa are the second and third generation owners of Elaine Construction Company, founded by Ken’s parents in 1947. Wealth to them means having the opportunity to continue their family’s legacy for generations to come.

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How will tax reform impact you and your business?
Posted in Insight & Opinion
  • Economic Perspectives
  • Financial Planning
  • Managing Taxes

Washington 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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