Having female representation on our board of directors is a priority at Boston Private. The Boston Business Journal recently published a list of Massachusetts-based companies with the highest percentage of women on their boards, based on The Boston Club’s annual census, and we’re pleased to rank among the top.

Donor Advised Funds (DAFs) are charitable gift vehicles, sponsored by public charities that accept tax-deductible donations and invest them in a donor account until the donor requests that grants be made from the account to other IRS qualified charities.

The midterm election results of 2018 look a lot like 2011. With the change in power Doug Fisher, Washington Expert covers what we can expect looking ahead to 2019.

Eleven ways to help reduce your taxes now and in the future. Prior to the December 31 deadline, consider reviewing these options with your financial and tax advisors.

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”.

As we move deeper into this long expansion, each economic data point is being scrutinized for signs of deterioration. We expect to hit cyclical highs in areas such as manufacturing and employment at some point next year, but we have yet to see evidence of that in 2018.

As we move into the final quarter of 2018, the landscape is dotted with both opportunities and challenges, created by a combination of Federal Reserve policy, the Trump Administration, and frankly, time.