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Details on the CARES Act, Helpful Information, and Next Steps
Posted in Insight & Opinion
  • Economic Perspectives
  • Financial Planning

The Coronavirus Aid, Relief, and Economic Security (CARES) Act signed effective April 2, 2020 aims to address economic and industry impacts of the COVID-19 pandemic. We outline the key provisions and potential impacts.

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Transferring a Business to Your Children
Posted in Insight & Opinion
  • Financial Planning
  • Trust & Estate Planning

How you'll handle a business transfer is a critical component of your succession and legacy planning. Without a clear and detailed strategy, you jeopardize your company's future and leave your successor vulnerable to substantial tax hits.

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How will tax reform impact you and your business?
Posted in Insight & Opinion
  • Economic Perspectives
  • Financial Planning
  • Managing Taxes

Washington policy expert Doug Fisher shares his insights on the latest tax reform proposal negotiations in Congress. He, along with Boston Private’s Brian Lopez and Shannon Saccocia will discuss how tax reform may affect you and your business as well as provide tax and investment planning tips.

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