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Posts you may be interested in

Posts 1 - 10 of 11 Previous 1 2 Next
Donor Advised Funds bring tax efficiency, flexibility to year-end giving
11/29/18
Posted in
  • Financial Planning
  • Financial Planning
  • Financial Planning
  • Managing Taxes

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.

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
Part II Cont.: Two Votes Control $5.5 Trillion Tax Cut
11/17/17
Posted in Insight & Opinion
  • Economic Perspectives
  • Financial Planning
  • Financial Planning
  • Financial Planning
  • Managing Taxes

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.

Read Post
Senate Republicans Respond: Part II of Tax Reform
11/10/17
Posted in Insight & Opinion
  • 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...

Read Post
House Republicans Release Tax Reform Plan
11/03/17
Posted in Insight & Opinion
  • Economic Perspectives
  • Financial Planning
  • Financial Planning
  • Managing Taxes

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.

Read Post
Tax Reform Takes Another Step Forward
9/27/17
Posted in Insight & Opinion
  • Economic Perspectives
  • Financial Planning
  • Financial Planning
  • Financial Planning
  • Managing Taxes

Republican tax writers released their framework for tax reform on Sept. 27. The plan provides the broad contours of a reform package while allowing Congress to work its will and fill in most of the details, including tax revenue offsets for the cost of specified tax cuts.

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
Mid-Year Financial Checkup
6/20/17
Posted in
  • Financial Planning
  • Financial Planning
  • Market Commentary
  • Financial Planning
  • Financial Planning
  • Managing Taxes
  • Trust & Estate Planning

The midpoint of the year can be a good time to step back and assess your financial goals to make sure you're still on track and given any changes in the economy and markets as well as your personal situation.

Read Post
Navigating Relationships
2/21/17
Posted in
  • 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
Posts 1 - 10 of 11 Previous 1 2 Next

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