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How Are Your Assets Protected?
Posted in Insight & Opinion
  • Financial Planning
  • Trust & Estate Planning

As a savvy consumer of financial services, it’s important to understand how your assets are safeguarded.

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Law Firm Partnerships: What the CFO Should Know
Posted in Insight & Opinion
  • Optimizing Operations
  • Financial Planning

An increasing number of firms are turning to a trusted local financial institution to establish a term loan arrangement to help new partners fund their investment in the firm.

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How will the new tax reform impact pass-through entities?
Posted in Insight & Opinion
  • Economic Perspectives
  • Financial Planning
  • Managing Taxes

Washington policy expert, Doug Fisher; Sullivan and Worcester's tax law expert and partner, Amy Sheridan; and Boston Private’s Managing Director, Brian Lopez as they review the new tax cuts for pass-through entities and small businesses, including planning tips and considerations to maximize the benefits under the new law.

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