Financial Articles & Resources

Beacon Hill Private Wealth clients enjoy access to a wealth of our continuously updated insights, educational resources and our dedicated blog content. As a trusted, go-to voice in the industry, we also publish some of our findings, perspectives and blog articles for everyone’s benefit.

What You Need to Know About the Tax Cuts and Jobs Act

May 1, 2024 Tax Planning

This blog will talk about some of the most notable changes from the Tax Cuts and Jobs Act of 2018, as well as provide an update about what to expect when this bill is sunsetted in 2025.

Inherited an IRA? Here’s Why Planning Distributions Early Matters

December 18, 2022 Tax Planning

If you’ve inherited an IRA recently, here’s what you need to know about planning distributions and keeping up with changing tax rules.

End-of-the-Year Money Moves in 2022

November 30, 2022 Charitable Giving Retirement Planning Tax Planning Most Read

Here are some things you might consider before saying goodbye to 2022.

7 Money-Saving Actions to Take Before Year-End

December 2, 2021 Retirement Planning Tax Planning Most Read

Before 2021 ends, be sure to check out our list of seven money-saving actions that may help you maintain the greatest amount of after-tax wealth.

When It Comes to SMAs, How Do You Measure the Impact of Personalization?

October 1, 2021 Investment Management Tax Planning Sustainable Investing / ESG

Tax Strategies for High Earners

July 6, 2021 Tax Planning Most Read

Having a tax-focused understanding of your investments is an important component of preserving wealth. Here are a few tips for high-earners.

What Is FATCA? Understanding the Foreign Account Tax Compliance Act

June 1, 2021 Tax Planning

If you own assets outside of the United States, it's important to understand your potential tax obligations. What's a FATCA, and who does it impact? Here's what you'll need to know.

Trying to Supersize Your Retirement Savings? A Mega Backdoor Roth IRA Conversation Could Come in Handy

January 28, 2021 Retirement Planning Tax Planning

Mega backdoor Roth IRAs are complicated retirement savings strategies. But for the right person, they could offer a big tax advantage.

What You Need to Know About Stimulus 2.0

December 24, 2020 Tax Planning

After nearly six months of back-and-forth negotiations, and in response to the economic hardship that many Americans face from the ongoing COVID-19 pandemic, Congress proposed a new, $900 billion relief package. Many elements—like stimulus payments and PPP loans—will sound familiar from earlier this year. However, debate surrounding certain provisions in the economic stimulus and relief package has intensified since it left Congress, and as of this posting, President Trump has yet to sign the bill.

Planning for Uncertain Times

November 4, 2020 Investment Management Protecting Wealth Retirement Planning Risk Management Tax Planning Most Read

With last night’s election and ongoing health and economic concerns related to COVID-19, uncertainty remains high, as it has for most of 2020. Unfortunately, this is likely to continue well into 2021 on health, financial and societal fronts. As investors, it’s never enjoyable to navigate periods like this, so we wanted to step back and reinforce our perspective on financial markets as we head into the close of 2020.