Washington policy expert, Doug Fisher moderates a roundtable discussion with Boston Private professionals on Tax Reform and how it will impact individuals, businesses and investments for 2018 and beyond.Read Post
On December 19, 2017, the House and Senate approved final passage of the Tax Cuts and Jobs Act (H.R. 1). The law provides $5.5 trillion in tax cuts with $4 trillion in offsetting tax increases. This leaves a net $1.5 trillion of unfunded tax cuts.Read Post
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
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
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
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
As we enter the final months of the year, now is the time to take a look at your investment portfolio with an eye to strategic tax-loss harvesting, which can help reduce your taxes on realized capital gains in 2017. It’s also a perfect opportunity to revisit your portfolio’s asset allocation to determine if there are asset classes that have grown significantly larger than planned and need trimming to stay on track toward your goals.Read Post
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