Posts you may be interested in
In this week’s Family Office Connections podcast, Jason Cain is joined by Steven Zeiger for a discussion on how a change in the tax landscape can impact insurance attractiveness and the acquisition process moving forward. Listen Now.
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Edward Marshall, Managing Director at Boston Private is joined by Jason Cain, Managing Director at Boston Private for a discussion on the Trump and Biden tax plans. Their conversation covers the tax proposals of the presidential candidates, an examination of the differences and potential preparations family offices should consider.
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Although the election is months away, it is not too soon to consider how proposed tax increases may affect you in 2021 and beyond.
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Although the election is months away, we provide an analysis of both candidates’ tax plans.
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It’s safe to say that this global pandemic is stressing everyone out. COVID-19 has heightened our worries about staying healthy, working remotely and trying to navigate social distancing without being totally isolated. wonder how to have tough conversations about money and make decisions when each have their own unique viewpoint and emotional reactions to what’s going on in the world around them.
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Congress passed a second economic relief package called the Paycheck Protection Program and Health Care Enhancement Act (Act) totaling over $480 billion.
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The CARES Act and near historic low interest rates have made split charitable gifts much more attractive for those taxpayers seeking to make larger legacy gifts.
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Those families who look to preserve, protect and pass generational wealth recognize a strategic opportunity as interest rates and asset values continue a downward trend. We review wealth transfer strategies families are deploying to capture the unique benefits of these unprecedented market conditions.
Read PostAnthony DeChellis, Chief Executive Officer and Shannon Saccocia, Chief Investment Officer discussed the U.S. economy, financial markets and business environment against a backdrop of uncertainty surrounding the spread of COVID-19, current and expected fiscal and monetary conditions, the global economy, and the upcoming 2020 election.
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The 2018 tax filing season is upon us and the IRS is once again open for business. This is the first year taxpayers will see the effects of the 2017 Tax Cuts and Jobs Act. In addition, on January 18, 2019, the IRS published final regulations and three related pieces of guidance on application of the pass-through tax break. In a nutshell, the regulations provide clarity on what type of businesses and investments qualify for the pass-through tax break.
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