Posts you may be interested in
We dig into the emotional, financial, tax, and estate planning aspects to consider when choosing a seasonal home that best meets your current and future needs.
Read PostWashington 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.
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- Economic Perspectives
- Financial Planning
- Financial Planning
- Financial Planning
- Managing Taxes
An infographic that highlights the Individual and Business Tax restructuring.
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- Economic Perspectives
- Financial Planning
- Financial Planning
- Financial Planning
- Managing Taxes
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 PostWashington 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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- Financial Planning
- Financial Planning
- Financial Planning
- Managing Taxes
- Trust & Estate Planning
Making decisions with your spouse or partner can be tough sometimes, but even more so when it involves money and your relationship is undergoing change. Studies show that money is the #1 source of stress for U.S. adults (higher than work or family responsibilities) and the top source of stress for couples. And even for couples who don’t squabble, it can be a difficult conversation because each person comes to the discussion with a unique viewpoint based on his or her own experiences and emotional needs.
Read Post- Financial Planning
- Financial Planning
- Market Commentary
- Managing Taxes
- Trust & Estate Planning
Our expert panelists will discuss client stories involving changes in career, family and health to illustrate how these women successfully navigated challenging life events.
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