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  • ""
    April 16, 2025
    • Capital Partners
    Managing Director Brett Sovine discusses an appealing retirement savings option for working next generation members: the Roth IRA.
  • Piggy bank with a stethoscope wrapped around it
    February 07, 2025
    • Capital Partners
    Principal Brett Sovine discusses an appealing savings option for family healthcare costs: the health savings account.
  • Healthcare, insurance and wooden blocks in studio on an empty gray background for safety or security. Abstract, medicine and health with block toys in a hospital or clinic for medical care
    • Capital Partners
    BBH Principals Alison Hutchinson and Brett Sovine and Assistant Vice President Lindsay Hodgkins discuss how to provide financial support for family members in a time of crisis without unnecessary tax and complexity.
  • ""
    May 10, 2023
    • Capital Partners
    Managing Director Brett Sovine discusses section 6166 of the Internal Revenue Code, which in certain situations permits the executor of an estate to defer federal estate tax on a closely held business following an owner’s death.

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