A quick overview of how the new Tax Act could influence your income, retirement savings, and lending decisions in the year ahead from Boston Private Managing Director and Wealth Strategist Alyssa Do, JD, LL.M.
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Before you file away your income tax paperwork for 2017, why not take a quick look at what you might do differently this year to save time and money on your returns next year? Alyssa Do, JD, LL.M, Managing Director and Wealth Strategist at Boston Private, shares her top three tips.
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As the second longest economic expansion on record in the United States entered another year, questions around potential catalysts for greater gains arose. With economic data still solid, and the effects of the corporate tax cut not yet fully felt, the case for equities remains intact.
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A strong U.S. economy, continued global growth improvement, a concerted effort by global central banks to remain accommodative as long as possible, and a general sense of complacency about valuations in the equity markets provided the backdrop for 2017’s wins.
Read PostOne of largest tax cuts in U.S. history is now law. And the most complicated section in the new tax law is proving to be the new tax-rate reduction for the so-called “pass-though” entities, including partnerships, S corporations, LLCs, and sole proprietorships. Careful planning by business owners now is critical to maximizing tax benefits.
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An estate plan helps you make sure that your property and assets are managed and distributed to your heirs according to your wishes. Here is an overview of 4 essential documents for proper estate planning.
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A well-constructed estate plan reduces stress and legal hassles for your family. It also gives them direction if you’re incapacitated. And there are other benefits too, says Boston Private’s Gerald Baker, J.D.
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While the new law simplified some tax provisions for individuals such as replacing most itemized deductions with a larger standard deduction, it made the law murkier for one of the most valuable tax benefits for small businesses — the special tax rate for businesses organized as pass-through entities.
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While most professional athletes are hopeless about money matters, we can learn important lessons from their mistakes. Here are four that Chris Dudley gleaned from athletes who beat the odds.
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Boston Private Wealth Chief Investment Officer Tom Anderson offers views on inflation, The Fed, and the outlook for 2018 in The Wall Street Journal.
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