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Posts you may be interested in

Posts 31 - 40 of 74 Previous 1 2 3 4 5 6 ...8 Next
 
Meet Renaud. This is his WHY.
12/06/17
Posted in Client Stories
  • Credit & Lending
  • Family & Finance
  • Financial Planning

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
Final Act of the Tax Reform Play Starts This Week
12/05/17
Posted in Insight & Opinion
  • Economy
  • Family & Finance
  • Financial Planning
  • Personal Finance
  • Tax Planning

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
 
Meet the Wexlers. This is their WHY.
12/05/17
Posted in Client Stories
  • Credit & Lending
  • Family & Finance
  • Financial Planning

Ken Wexler and his daughter Lisa are the second and third generation owners of Elaine Construction Company, founded by Ken’s parents in 1947. Wealth to them means having the opportunity to continue their family’s legacy for generations to come.

Read Post
Three factors that impact the value of your year-end gifts
11/20/17
Posted in Financial Education
  • Family & Finance
  • Financial Planning
  • Personal Finance
  • Tax Planning
  • Trust & Estate

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
Part II Cont.: Two Votes Control $5.5 Trillion Tax Cut
11/17/17
Posted in Insight & Opinion
  • Economy
  • Family & Finance
  • Financial Planning
  • Personal Finance
  • Tax Planning

Here are the latest developments from Washington policy expert Doug Fisher that outline the changes and compares the major provisions of the House and Senate bills.

Read Post
Tax plan could hit Boston-area homebuyers. If it happens.
11/16/17
Posted in In the News
  • Economy
  • Family & Finance

Charlie Nilsen, national director of residential lending at Boston Private Bank provides commentary on the impact of impending tax legislation on the mortgage market.

Read Post
Senate Republicans Respond: Part II of Tax Reform
11/10/17
Posted in Insight & Opinion
  • Economy
  • Family & Finance
  • Financial Planning
  • Personal Finance
  • Tax Planning

The House Ways and Means Committee passed its version of tax reform by a party line vote. The bill (highlighted in my last article) was amended prior to passage by Chairman Kevin Brady (R-TX) in a few areas impacting individuals and businesses...

Read Post
 
Meet Annette. This is her WHY.
10/01/17
Posted in Client Stories
  • Credit & Lending
  • Family & Finance
  • Personal Finance

Doing for others has been instilled in Annette Palazuelos since childhood. Her definition of wealth has less to do with money and more to do with being able to employ people, help their families, and give back whenever possible.

Read Post
 
Meet Bob. This is his WHY.
10/01/17
Posted in Client Stories
  • Credit & Lending
  • Family & Finance
  • Financial Planning

Bob Jellen has spent fifty successful years in the entertainment insurance industry, but that’s not what drives him. It is his family that gives him the greatest satisfaction, and inspires him every day to make the most of life.

Read Post
Tax Reform Takes Another Step Forward
9/27/17
Posted in Insight & Opinion
  • Economy
  • Family & Finance
  • Financial Planning
  • Personal Finance
  • Tax Planning

Republican tax writers released their framework for tax reform on Sept. 27. The plan provides the broad contours of a reform package while allowing Congress to work its will and fill in most of the details, including tax revenue offsets for the cost of specified tax cuts.

Read Post
Posts 31 - 40 of 74 Previous 1 2 3 4 5 6 ...8 Next

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Private Banking and Trust services are offered through Boston Private Bank & Trust Company, a Massachusetts Chartered Trust Company. Wealth Management services are offered through Boston Private Wealth LLC, a U.S. Securities and Exchange Commission Registered Investment Adviser. Boston Private Wealth LLC is a wholly owned subsidiary of Boston Private Bank & Trust Company.
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