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Author Archive for: ‘PRW Wealth Management, LLC’

Crowd Funding

Traditional giving to benefit disaster victims is changing, and CROWD FUNDING is taking over.   Estate & Wealth Management Counsel Janice Forgays has authored the following article on Charitable Giving:   Crowd Funding     PRW Wealth Management LLC (“PRW”) is a registered investment advisor. PRW provides investment advisory and wealth management services for clients nationally. PRW will maintain all …

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Investment Commentary – Q3 2017

PRW Wealth Management, LLC produces Quarterly Client Letters and Investment Commentaries.  Look for one each quarter. Click below to download the PDF for Third Quarter 2017: PRW – Quarterly Investment Commentary – Q3 2017  

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Identifying and Reducing Tax Regulatory Burdens

Per its Second Report to the President on Identifying and Reducing Tax Regulatory Burdens, Treasury, with the IRS, has decided to withdraw the proposed regulations under IRC §2704 in their entirety. These proposed regulations were designed to eliminate “artificial” valuation discounts for intra-family transfers of interests in family-controlled entities (FCEs) by disregarding any restriction on an owner’s ability to liquidate …

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Tax Reform Update – September 2017

Congress returned to Washington last week with a number of legislative priorities to address by September 30th. Two of the biggest were raising the federal debt limit and passing a bill to keep the federal government funded. Please click on the following link for a tax reform update provided by AALU: AALU Tax Reform Update – September 2017     …

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Storm Preparedness

Our hearts, prayers and well wishes go out to all of those impacted by Hurricane Harvey. The personal and business devastation wrought by Harvey and its predecessors, Sandy, Katrina and many others, has been and will be felt for many years. Here in Boston, and all around the country, these storm events, culminating with Harvey, have raised the question of …

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Investment Commentary – Q2 2017

PRW Wealth Management, LLC produces Quarterly Client Letters and Investment Commentaries.  Look for one each quarter. Click below to download the PDF for Second Quarter 2017: Investment Commentary – Q2 2017

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Busting Some Life Insurance Myths

PRW Wealth Management, LLC is pleased to provide a copy of Janice Forgays & William Payne’s most recently published article in the June 2017 issue of Trusts & Estates, the pre-eminent peer review journal for wealth management professionals serving the needs of high-net-worth clients, family business owners, family offices, charitably inclined donors and non-profit corporations: “Busting Some Life Insurance Myths” …

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Steps to Take Upon a Death

Please click on the following link for a helpful list of steps to consider when dealing with the loss of a loved one: Steps to Take Upon a Death

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Investment Commentary – Q1 2017

PRW Wealth Management, LLC produces Quarterly Client Letters and Investment Commentaries.  Look for one each quarter. Click below to download the PDF for First Quarter 2017: Investment Commentary – Q1 2017

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Janice Forgays to Speak at the Private Wealth New England Forum – April 5th

PRW Wealth Management, LLC is pleased to announce that our Estate and Wealth Management Counsel, Janice Forgays, will speak at the Private Wealth New England Forum being held at the Harvard Club in Boston on April 5th. The Private Wealth Forums are held annually by region in the US and throughout the world and bring together leaders in the financial …

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