by Boston Financial Management | Jul 20, 2022 | BFM Insights
by Alisa Kim O’Neil, JD, CTFA, AEP®, CDFA®, Co-Chief Planning Officer The 2018 Tax Act raised the estate and gift tax exemption to $11,180,000 for 2018 (thereby doubling the existing estate and gift tax exemption) and it has been increased each year since...
by Boston Financial Management | Jul 7, 2022 | Announcement
Boston Financial Management is proud to welcome two new Managing Directors to the team, Susan Black, CFP®, AEP®, CAP® and Jonathan L. Cottrell, MBA as well as Alex T. Chen, CFA who joins us as an ESG Analyst. As a Wealth Manager and Managing Director, Susan provides...
