Birch Hill Investment Advisors LLC
One International Place, Suite 770 | Boston, MA 02110
Phone: 617-502-8300 | Fax: 617-502-8310
Special Topics
Charitable Giving: New Tax Rules
Taxpayers who itemize and taxpayers in the highest tax bracket will have a reduced benefit from charitable gifts made after 2025. Taxpayers who do not itemize will benefit from a new charitable deduction.
Six Decisions Before Seventy-Five
Research shows that major, complex decisions in later parts of life are particularly difficult. Often the approach is to simply delay until a crisis point. To avoid unnecessary stress on yourself or on loved ones, it makes more sense to prepare for major decisions before a crisis. We suggest there are six major questions that should be addressed before reaching age 75.