The Cabot Advisor Blog

Tax Planning

How does the new tax plan affect you?

By now, we’re all aware of the significant changes to the tax code that were signed into law by the President at the end of 2017. The headlines have been focused on lower marginal tax brackets and the increased standard deduction. Here are a few details of the plan that have flown under the radar: […]

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Introducing Cabot’s Client Portal

It’s no secret that the financial industry is changing rapidly, and innovation and technology have always been a primary focus of our firm. At the center of a well-run wealth management firm is the right technology—technology that fuels growth, supports effective management and protects our reputation. Today, we realize investors are online and using the […]

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Tax Reform Coming?

Congress and President Trump are hoping to agree on a tax reform bill in the near future, perhaps before the end of 2017 or during 2018.  While the timing and details of any potential tax law changes are mostly unknown at this time, we will be closely watching for any new developments as they take […]

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Cabot Advisor Blog Updates