by Boston Financial Management | Jun 18, 2018 | BFM Insights, Whitepapers
 by Kathy M. Sablone, JD, AEP®, Director of Wealth Planning After months of debate and uncertainty, Congress made the IRA Charitable Rollover permanent at the end of 2015. Since it was first enacted in 2006, this provision had always been temporary and had to...
by Boston Financial Management | Dec 6, 2017 | BFM Insights
  by Kathleen M. Sablone, JD, Director of Wealth Planning After extensive debate, the Senate passed its version of the Tax Cuts and Jobs Act early Saturday morning. Before it can be signed into law, the bill must be reconciled with the version passed by the House of...
