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.

Our investment team is always seeking to identify the most attractive investment opportunities with a goal of protecting and growing the wealth of our clients. To this end, a considerable amount of research is dedicated to uncovering and understanding the trends and developments expected to shape markets and drive returns in the years ahead.

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.

At Boston Private, we’re solidly committed to serving all of the people within our footprint. That’s why we work in close partnership with diverse groups of people and organizations in our neighborhoods to give them access to capital for a variety of programs that serve low- and moderate-income people.

Addressing the gender gap, particularly in leadership positions, is key to building a successful company. As a sponsor of EY’s Entrepreneur of the Year Award — New England, Boston Private is privileged to be able to share EY’s valuable research with our clients. This study of women worldwide examines how to create an ecosystem that supports women professionals throughout their careers and discusses critical workplace skills and how they can be developed.

Small cap stocks typically conjure up notions of high growth or new IPO opportunities, but rarely does an investor stop to consider the idea of dividends. The Boston Private investment team shares its approach to small/mid cap income.

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.

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...

The long-awaited tax plan is out. Thought you might be interested in this update from Washington policy expert Doug Fisher. He shares his insights on the "Tax Cuts and Jobs Act” and how they may affect individual, corporate, small businesses and retirement plans.