While investment management is a critical component of your wealth strategy, managing your financial life goes beyond simply managing your investment portfolio.Read Post
Whatever the reason you’re seeking to buy a second or permanent home in Florida, how do you choose the one that’s best for your situation? “Consider the practical and emotional value of the property—as well as its cost and location—before you take the plunge,” says Charles Nilsen, at Boston Private.Read Post
Washington 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.Read Post
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 Post
After spending years traveling around the world for a large corporation, Renaud Megard was looking for more balance between his family and his career. His solution? Buy a company much closer to home.Read Post
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.Read Post
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.Read Post
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