BFM is Moving!

BFM is Moving!

Boston Financial Management (“BFM”) will move its office from 1 Winthrop Square, Boston, MA 02110 to 255 State Street, 6th Floor, Boston, MA 02109 on June 22, 2018. Mike Brown, CEO, expresses enthusiasm for the new location, “The move is a result of BFM’s growth and...
IRA Charitable Rollover

IRA Charitable Rollover

 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 be...
Tax Cuts and Jobs Act

Tax Cuts and Jobs Act

   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...

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