by Boston Financial Management | Dec 3, 2018 | BFM Insights, Whitepapers
 by Amy F. Sahler, Director of Fiduciary Services One of the benefits of annual exclusion gifting is the tax-efficient transfer of wealth to children and others without incurring a gift or estate tax. Annual gifting is a simple and effective way to both transfer...
by Boston Financial Management | Oct 6, 2017 | BFM Insights
 Alisa Kim O’Neil, JD, CTFA, Director of Estate & Financial Planning “The Unified Framework for Fixing Our Broken Tax Code” was unveiled on September 27, 2017 by the GOP leadership. The highlights of the GOP’s proposals are as follows:  ...
by Boston Financial Management | Jul 7, 2017 | Financial Pages
 Brad Weafer, CFA, Chief Investment Officer Key Points: Equity markets have been eerily calm thus far in 2017 History suggests investors shouldn’t get too comfortable, corrections are normal occurrences Investors are prone to panic when equity markets fall,...