Posts you may be interested in

In this week’s Family Office Connections podcast, Jason Cain is joined by Steven Zeiger for a discussion on how a change in the tax landscape can impact insurance attractiveness and the acquisition process moving forward. Listen Now.
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Edward Marshall, Managing Director at Boston Private is joined by Jason Cain, Managing Director at Boston Private for a discussion on the Trump and Biden tax plans. Their conversation covers the tax proposals of the presidential candidates, an examination of the differences and potential preparations family offices should consider.
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Those families who look to preserve, protect and pass generational wealth recognize a strategic opportunity as interest rates and asset values continue a downward trend. We review wealth transfer strategies families are deploying to capture the unique benefits of these unprecedented market conditions.
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The Treasury has outlined expanded deferral opportunities for O Zone funds and laid out penalties for violating those rules. We review these new rules and rewards that come two years after the Trump administration’s 2017 overhaul of our tax system, creating opportunity zones.
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Congress has proposed new regulations which would provide generous tax breaks to investors in Qualified Opportunity Funds and investors that directly operate businesses in Qualified Opportunity Zones.
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The Tax Cuts and Jobs Act of 2017 includes a provision encouraging private sector investment in certain lower-income communities designated by the U.S. Treasury Department as “qualified opportunity zones”.
Read PostWhile investment management is a critical component of your wealth strategy, managing your financial life goes beyond simply managing your investment portfolio.
Read PostWashington 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.
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- Economic Perspectives
- Financial Planning
- Financial Planning
- Financial Planning
- Managing Taxes
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 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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