Taxing Matters

With the American Rescue Plan Act, the child tax credit was expanded effective only for 2021...

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Equities

It has been a great year for stocks, and 2021 is only half over!

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Affiliations
Member
  • CFA Society
Trustee/Board Member/Officer
  • The Devonshire Foundation – President, Board of Trustees
  • Social Innovation Forum
  • YouthConnect
  • Lincoln Land Conservation Trust
  • Manomet Center for Conservation Sciences
Former Trustee/Officer
  • Fenn School
  • Dana Hall School
  • Meadowbrook School – former Chairman of the Board