Brown Advisory
APRIL 1, 2020
As we reposition portfolios, there is an opportunity to harvest losses in taxable portfolios that exceed the value of any realized gains for this tax year, and a meaningful market decline allows us to “bank” losses to be used in future years if and when markets recover. CHARITABLE PLANNING Charitable Giving.
Brown Advisory
APRIL 1, 2020
It is hard to feel confident about the market’s eventual recovery when we are in the midst of a sharp decline, but the market’s history is a continual cycle of ups and downs, and we believe that the current downturn presents some positive opportunities to take steps that are consistent with your overall plan, while minimizing tax consequences.
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