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 | Sep 15, 2021 | BFM Insights
by Alisa Kim O’Neil, JD, CTFA, AEP®, CDFA®, Co-Chief Planning Officer The House Ways and Means Committee published their 645-page tax increase proposal on Monday, September 13, 2021. The proposal centers around increases in corporate taxes, capital gains...
by Boston Financial Management | Aug 26, 2021 | BFM Insights
by Kathy Sablone, JD, AEP®, Co-Chief Planning Officer With summer winding down, and children returning to school, we wanted to provide a timely reminder that now is the perfect opportunity to review or create an estate plan for your adult children. It may be hard to...
by Boston Financial Management | Aug 19, 2021 | BFM Insights
by Michael L. Brown, JD, CPA | Vice Chairman and Managing Director and Brad A. Gardner | Managing Director An inheritance can enrich your life and change the world around you. It also comes with many challenges, as we discuss in this article. Many who inherit...
by Boston Financial Management | Apr 29, 2021 | BFM Insights
by Kathy Sablone, JD, AEP®, Director of Wealth Planning Many of our clients have been asking us how their income and estate taxes may be affected by the new administration. Unfortunately, it is too soon to predict which proposals, if any, will pass. The potential...
by Boston Financial Management | Mar 23, 2021 | BFM Insights
by Alisa Kim O’Neil, JD, CTFA, AEP®, CDFA®, Director of Estate & Financial Planning The Internal Revenue Service announced that the federal income tax filing date for individuals for the 2020 tax year is extended from April 15, 2021 to May 17, 2021 (IRS...
by Boston Financial Management | Feb 1, 2021 | BFM Insights
by Alisa Kim O’Neil, JD, CTFA, AEP®, CDFA®, Director of Estate & Financial Planning As part of the coronavirus relief bill, The Consolidated Appropriations Act, 2021, signed into law by President Trump on December 27th, certain parts of the CARES Act were...
by Boston Financial Management | Nov 12, 2020 | BFM Insights
by Alisa Kim O’Neil, JD, CTFA, AEP®, CDFA®, Director of Estate & Financial Planning The IRS released its annual inflation adjusted figures for 2021. Here are some highlights to help you start planning now for 2021. Important: This article does not contain...
by Boston Financial Management | Sep 14, 2020 | BFM Insights
by Kathy Sablone, JD, AEP®, Director of Wealth Planning It may be hard to believe but, when a child or grandchild turns 18, he or she is now considered an “adult” in the eyes of the law in Massachusetts and many other states. Although you may still view...
