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Posts you may be interested in

Posts 1 - 10 of 17 Previous 1 2 Next
How effective use of a ‘defective’ trust reduces taxes on property transfers
9/18/18
Posted in
  • Optimizing Operations
  • Financial Planning
  • Market Commentary
  • Financial Planning

If you own real estate—perhaps a vacation home or income property that has increased substantially in value over the years—and you want to keep it in the family, there are a number of planning strategies you can use to help minimize the estate and gift tax consequences of the transfer.

Read Post
New Regulations Clarify Tax Treatment for Real Estate Industry
8/28/18
Posted in Insight & Opinion
  • Economic Perspectives
  • Market Commentary
  • Financial Planning

Business owners in the real estate industry should be pleased with new tax regulations interpreting the Tax Cuts and Jobs Act.

Read Post
Short-term liquidity options: What are your choices?
3/13/18
Posted in In the News
  • Financial Planning
  • Market Commentary
  • Optimizing Operations

When you need cash, what’s the best course of action? If you’re tempted to reach for a credit card to get the cash you need, you may want to reconsider. There may be better ways to meet your personal liquidity needs.

Read Post
Five things to consider before you buy your Florida getaway
2/02/18
Posted in Insight & Opinion
  • Financial Planning
  • Optimizing Operations

Whatever the reason you’re seeking to buy a second or permanent home in Florida, how do you choose the one that’s best for your situation? “Consider the practical and emotional value of the property—as well as its cost and location—before you take the plunge,” says Charles Nilsen, at Boston Private.

Read Post
Tempted to offer cash to seal your dream home deal?
1/16/18
Posted in
  • Optimizing Operations
  • Financial Planning
  • Financial Planning

In today’s highly competitive real estate market, many buyers are finding that the only way to get the home of their dreams — and not come away as a disappointed runner-up — is to make a cash offer. Learn what’s behind the trend and how to decide if a cash offer is the right strategy for you.

Read Post
The Final Act of the Tax Reform Play...Now What?
12/20/17
Posted in Insight & Opinion
  • 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 Post
Final Act of the Tax Reform Play Starts This Week
12/05/17
Posted in Insight & Opinion
  • 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.

Read Post
A field guide to finding your perfect seasonal residence
9/18/17
Posted in Insight & Opinion
  • Financial Planning
  • Financial Planning
  • Market Commentary
  • Financial Planning
  • Financial Planning
  • Managing Taxes

Whether you’re buying a place where your family can gather today or a home where you can retire later — or combining both in one purchase — how do you choose a seasonal home that best meets your current and future needs? Find out what Boston Private experts say about the emotional, financial, tax, and estate planning aspects to consider.

Read Post
An Update From Washington: Fall Tax Reform
9/01/17
Posted in Insight & Opinion
  • Economic Perspectives
  • Financial Planning
  • Managing Taxes

Tax reform is front and center in Washington. Tax writers are expected to release details of corporate and individual tax plans in a few weeks and start House and Senate debate.

Read Post
Is Buying a Condo for Your College Student the Right Choice?
6/19/17
Posted in Insight & Opinion
  • Financial Planning
  • Financial Planning

If you're the parent of a student looking at colleges or graduate schools, chances are you are all too familiar with the sticker shock of college tuition, room and board. According to College Board...

Read Post
Posts 1 - 10 of 17 Previous 1 2 Next

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Private Banking and Trust services are offered through Boston Private Bank & Trust Company, a Massachusetts Chartered Trust Company. Wealth Management services are offered through Boston Private Wealth LLC, a U.S. Securities and Exchange Commission Registered Investment Adviser. Boston Private Wealth LLC is a wholly owned subsidiary of Boston Private Bank & Trust Company.
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