Tax Reform Roundtable: What It Means to You, Your Business and Your Investments
- Individual and corporate tax cuts and tax increases
- Key effective dates
- Corporate and individual planning opportunities
- Boston Private perspectives and resources to maximize the benefits of tax reform
Doug is Director of Retirement Policy at the American Retirement Association and consults with businesses on Washington Strategies and Planning. In this role, Doug works with the ARA membership and other private companies to protect, advise and grow their businesses through ideation and advocacy in the benefits area.
Amy E. Sheridan is a partner in the Tax Department of Sullivan & Worcester's Boston office. She concentrates her practice in the employee benefits and executive compensation area and is experienced in addressing documentation and compliance issues for welfare plans (including federal health care reform and HIPAA privacy and security requirements), qualified retirement plans and individual retirement accounts.
Shannon Saccocia works closely with the CIO to lead the Asset Allocation Group, responsible for oversight of both strategic and tactical asset allocation for the firm.
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Brian Lopez is a 20-year veteran of the financial services industry. He is responsible for introducing clients to Boston Private Wealth’s full breadth of services and proposing solutions based on the unique needs of each client.
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