PRW News

Key Numbers 2016 – Tax Reference Numbers at a Glance

Please follow the link below for a helpful tax reference guide with key figures and tax rates for 2016: Key Tax Numbers – 2016

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Estate Planning and Income Tax Basis

Income tax basis can be an important factor in deciding whether to make gifts during your lifetime or transfer property at your death. This is because the income tax basis for the person receiving the property depends on whether the transfer is by gift or at death. This, in turn, affects the amount of taxable gain subject to income tax …

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Key Estate Planning Documents

Please follow the link below for a helpful guide on the five estate planning documents you may need, regardless of your age, health, or wealth: Key Estate Planning Documents

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Elliot Herman Cited in CollegeInvestor.com Article: “Where to Invest in 2016”

Please follow the link below to see PRW Partner & Chief Investment Officer Elliot Herman’s recent citation on CollegeInvestor.com: Where to Invest in 2016

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Investment Commentary – Q4 2015

PRW Wealth Management LLC produces Quarterly Client Letters and Investment Commentaries. Look for one each quarter.  Click  below to download the PDF for 4th Quarter 2015: Q4 2015 Investment Commentary

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The Fed Rate Hike: What Does It Mean?

On Wednesday, December 16, 2015, the Federal Reserve raised the federal funds target rate, the interest rate at which banks lend funds to each other (typically overnight) within the Federal Reserve System.  The following article provides some pertinent details: Fed Rate Hike: What Does It Mean?

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Estate Tax Exemption – 2016 Update

In 2011, the American Tax Payer Relief Act (ATRA) changed the rules for the gift tax, estate tax, and generation-skipping transfer (GST) tax exemptions by creating a unified exemption amount that is indexed for inflation.  The ATRA created a base exemption amount of $5 Million, which has been steadily increasing due to annual inflation adjustments. Please click on the link …

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Entrepreneurship of All Kinds

On Tuesday November 3rd, PRW Principal, Co-Founder and Babson College Trustee Rick Renwick took part in an event at The Atrium at the John Joseph Moakley United States Courthouse celebrating “Entrepreneurship of All Kinds®”.   Sponsored in part by The Greater Boston Chamber of Commerce, Babson College and Citizens Bank, the event featured discussions with some of Boston’s top entrepreneurs, including …

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Bipartisan Budget Act of 2015

On November 2, 2015, President Obama signed into law the Bipartisan Budget Act of 2015, legislation that raises the federal debt limit and establishes the framework for a two-year budget deal.  The legislation, needed to avoid an impending default on U.S. debt, also contains multiple unrelated provisions, including an elimination of two Social Security retirement benefit claiming strategies and a …

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Investment Commentary – Q3 2015

PRW Wealth Management LLC produces Quarterly Client Letters and Investment Commentaries. Look for one each quarter.  Click  below to download the PDF for 3rd Quarter 2015: Q3 2015 Investment Commentary

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