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Donor Advised Funds (DAFs) are charitable gift vehicles, sponsored by public charities that accept tax-deductible donations and invest them in a donor account until the donor requests that grants be made from the account to other IRS qualified charities.
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Eleven ways to help reduce your taxes now and in the future. Prior to the December 31 deadline, consider reviewing these options with your financial and tax advisors.
Read PostWhile investment management is a critical component of your wealth strategy, managing your financial life goes beyond simply managing your investment portfolio.
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- Economic Perspectives
- Financial Planning
- Financial Planning
- Financial Planning
- Managing Taxes
An infographic highlighting tax exempt and business provisions in tax reform.
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.
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- Economic Perspectives
- Financial Planning
- Financial Planning
- Financial Planning
- Managing Taxes
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.
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- Financial Planning
- Financial Planning
- Financial Planning
- Managing Taxes
- Trust & Estate Planning
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.
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- Economic Perspectives
- Financial Planning
- Financial Planning
- Financial Planning
- Managing Taxes
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...
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