by Boston Financial Management | Nov 22, 2021 | BFM Insights
by Kathy Sablone, JD, AEP®, Co-Chief Planning Officer The House passed a new version of the Build Back Better plan on November 19, 2021. The bill must still be passed by the Senate where it is subject to additional changes and an uncertain future. The notable tax...
by Boston Financial Management | Nov 18, 2021 | BFM Insights
by Alisa Kim O’Neil, JD, CTFA, AEP®, CDFA®, Co-Chief Planning Officer The IRS released its annual inflation adjusted figures for 2022. Here are some highlights to help you start planning now for 2022. If you have any questions, please contact our Estate and...
by Boston Financial Management | Nov 1, 2021 | Events
On October 20th, Boston Financial Management hosted a live webinar titled Preparing for an Evolving Tax Landscape. Please note that this webinar discusses the status of the recent tax proposals as of October 20, 2021. Since this date, President Biden has proposed a...
