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Timely advice & commentary about investing, taxes, financial planning and more.


The ABCs of Tax Reform for 2019: DAFs and GLIs
By Kimberly I. McCarthy, Esq. / January 28, 2019
The Tax Reform Act changed so many income tax provisions affecting individuals, corporations, pass-throughs, and specific industries that it is impossible to provide a brief and succinct overview of new planning opportunities. But DAFs and GLIs are two tax-planning acronyms to consider in 2019.

Tax Reform: A New Era Commencing in 2018
By Washington Trust / January 18, 2018
It’s official! On December 22, 2017, President Donald J. Trump signed a tax reform bill with a variety of tax cuts and changes effective in 2018. Some key provisions within the new legislation are highlighted below to help you recognize planning opportunities that may benefit your own financial situation.

5 Tips to Save on Estate Taxes
By Kathleen A. Ryan / December 20, 2016
With tax season approaching, there are a number of techniques you should consider to help you save on your estate taxes.

The opinions expressed in this blog are those of the author and may not reflect those of Washington Trust Wealth Management. The information in this report has been obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed. Any opinions expressed herein are subject to change at any time without notice. Any person relying upon this information shall be solely responsible for the consequences of such reliance. Performance is historical and does not guarantee future results.

Such information does not constitute legal or professional advice as all situations are unique and are based on individual facts and circumstances.

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