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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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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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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Talking about money with your spouse can get stressful, even if your relationship is on solid ground. Here are some ideas to keep those conversations on the right track—and leave your “emotional baggage” behind.
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The Internal Revenue Service has issued an advisory bulletin to all tax professionals, employers, and other tax payers about tax form related phishing campaigns.
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Whether you delegate tax preparation or do it yourself, you still need all the right documents in time to meet your filing deadline. Learn when to expect the most common forms and how to send them safely.
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