Posts by Erika Baldwin
May Update – What We’re Watching
IRS Rates [1] | May 2024 Applicable Federal Rate Applicable Federal Rate (“AFR”) is the lowest interest rate allowed by the IRS without having a loan be deemed a gift. The purpose of this restriction is to prevent gifts being disguised as loans (i.e., parents “loan” kids $1MM at 0.00% rate). When AFR rates are…
Read MoreAnchor Appoints Director of Client Development
Anchor Capital Advisors Appoints Director of Client Development Anchor welcomes Daniel P. Cronin to the firm’s Private Client Division Boston, MA – April 15, 2024 – Anchor Capital Advisors LLC welcomes Daniel P. Cronin, Director of Client Development, as the latest addition to its private client team. Daniel brings with him over 25 years of…
Read MoreApril Update – What We’re Watching
IRS Rates [1] | April 2024 Applicable Federal Rate Applicable Federal Rate (“AFR”) is the lowest interest rate allowed by the IRS without having a loan be deemed a gift. The purpose of this restriction is to prevent gifts being disguised as loans (i.e., parents “loan” kids $1MM at 0.00% rate). When AFR rates…
Read MoreMarch Update – What We’re Watching
IRS Rates [1] | March 2024 Applicable Federal Rate Applicable Federal Rate (“AFR”) is the lowest interest rate allowed by the IRS without having a loan be deemed a gift. The purpose of this restriction is to prevent gifts being disguised as loans (i.e., parents “loan” kids $1MM at 0.00% rate). When AFR rates are…
Read MoreBeyond the Basics – Taking Full Advantage of Your 529 Plan
The views expressed are those of Anchor Capital Advisors, LLC (“Anchor”) and are subject to change at any time. They are based on our proprietary research and general knowledge of said topic. The below content and applicable data are in support of our views on said topic. Please see additional disclosures at the end of…
Read MoreAnchor Welcomes New Private Client Advisor
Anchor Capital Advisors Expands Private Client Group The firm is excited to welcome Patrick A. Fischoeder, Private Client Advisor Boston, MA – February 20, 2024 – Anchor Capital Advisors LLC proudly welcomes Patrick A. Fischoeder to its private client team as a Private Client Advisor. With a career spanning over three decades, Patrick brings considerable…
Read MoreUnderstanding & Addressing an Estate Tax Liability
The views expressed are those of Anchor Capital Advisors, LLC (“Anchor”) and are subject to change at any time. They are based on our proprietary research and general knowledge of said topic. The below content and applicable data are in support of our views on said topic. Please see additional disclosures at the end of…
Read MoreMitigating Potential Illiquidity Risk
The views expressed are those of Anchor Capital Advisors, LLC (“Anchor”) and are subject to change at any time. They are based on our proprietary research and general knowledge of said topic. The below content and applicable data are in support of our views on said topic. Please see additional disclosures at the end of…
Read MoreTax Diversification Across the Balance Sheet
The views expressed are those of Anchor Capital Advisors, LLC (“Anchor”) and are subject to change at any time. They are based on our proprietary research and general knowledge of said topic. The below content and applicable data are in support of our views on said topic. Please see additional disclosures at the end of…
Read MoreAnchor Appoints New Director of Research
Anchor Capital Advisors Appoints New Director of Research Former Anchor Equity Analyst, Stephanie K. Moroney, rejoins firm to drive thorough leadership in the firm’s research processes. Boston, MA – October 16, 2023 –Anchor Capital Advisors, LLC, a $7.4 billion* RIA based in Boston, Massachusetts, appointed Stephanie K. Moroney as Director of Research. Ms. Moroney was…
Read MoreMassachusetts Enacts Tax Relief Package
The views expressed are those of Anchor Capital Advisors, LLC (“Anchor”) and are subject to change at any time. They are based on our proprietary research and general knowledge of said topic. The below content and applicable data are in support of our views on said topic. Please see additional disclosures at the end of…
Read MoreUnderstanding the Qualified Small Business Stock Exclusion
The views expressed are those of Anchor Capital Advisors, LLC (“Anchor”) and are subject to change at any time. They are based on our proprietary research and general knowledge of said topic. The below content and applicable data are in support of our views on said topic. Please see additional disclosures at the end of…
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