Brown Advisory

NOVEMBER 12, 2015

For example, the filing dates for reporting foreign gifts and foreign accounts will move from March 15 and June 30, respectively, to April 15 for tax years 2016 and beyond (to be clear, these deadlines won’t change this year, the changes take effect in 2017 for 2016 returns). Circular 230 Compliance Statement.

Planning 52

Planning Taxes Distribution Medical 52

eMoney Advisor

NOVEMBER 10, 2022

That occasion marked an agreement with the IRS on a $156 million value on Prince’s real estate and recordings for the artist who died in April 2016—without a will. What can we learn from celebrity estate planning disasters like this? Such cautionary tales prove the value of proper planning. It turns out, plenty.

Estate Planning 78

Estate Planning Clients Planning Financial Planner 78

Brown Advisory

NOVEMBER 28, 2018

Our goal in year-end discussions is to ensure that client plans are updated as needed, based on changing external conditions as well as the client’s circumstances, so that we stay on track to deliver the long-term outcomes that each client seeks. The 2017 tax overhaul was broad in scope. THE NEW TAX LAW. Agreements signed by Dec.

Planning 52

Planning Taxes Clients Estate Planning 52

eMoney Advisor

NOVEMBER 15, 2022

You can remind them of the mission they communicated to you and their touchstones of gratitude, then discuss whether the decision connects to those or not. #3 We’ll role-play an estate planning scenario to offer insight into how to apply counseling techniques in your practice. ” Greater Good Magazine , June, 2017.

Financial Planning 76

Financial Planning Planning Clients CFP 76

Brown Advisory

OCTOBER 16, 2017

Family Wealth Transfer Options achen Mon, 10/16/2017 - 10:49 Families can use a variety of strategies to reduce their estate tax burden. By using various exemptions and exclusions, you can gift a certain amount of assets to your family members without triggering gift taxes, thereby reducing the size of your taxable estate.

Taxes 52

Taxes Assets Estate Planning Valuation 52

Brown Advisory

OCTOBER 16, 2017

Mon, 10/16/2017 - 10:49. Families can use a variety of strategies to reduce their estate tax burden. By using various exemptions and exclusions, you can gift a certain amount of assets to your family members without triggering gift taxes, thereby reducing the size of your taxable estate. Family Wealth Transfer Options.

Taxes 52

Taxes Assets Estate Planning Valuation 52

Brown Advisory

FEBRUARY 13, 2017

Uniting Around a Legacy: Generational Wealth Transfer achen Mon, 02/13/2017 - 14:02 Young investors face a critical set of decision points in their early years of independence. Our next priority was to ensure Sharon’s estate plan was in place and up to date.

Clients 52

Clients Portfolio Planning Education 52

Brown Advisory

FEBRUARY 13, 2017

Mon, 02/13/2017 - 14:02. Our next priority was to ensure Sharon’s estate plan was in place and up to date. Uniting Around a Legacy: Generational Wealth Transfer. Young investors face a critical set of decision points in their early years of independence.

Clients 52

Clients Portfolio Planning Education 52

Brown Advisory

SEPTEMBER 17, 2021

Gift/Estate/GST Tax. An acceleration to 2022 of the rollback of the gift/estate and GST lifetime exemptions from current levels (set in 2017) to the levels under prior law ($5 million exemption indexed for inflation starting in 2010). Corporate Income Tax. An increase of the top corporate tax rate from 21% to 26.5%.

Taxes 52

Taxes Distribution Accounting Retirement 52

Brown Advisory

NOVEMBER 19, 2016

While there will not be any firm proposals until 2017 at the earliest, we will be looking for and analyzing changes that may have an impact on our clients. Despite the political winds of the campaign, 2016 is shaping up to be a stable planning year, giving us room to focus on reviewing long-term goals vs. acting on policy deadlines.

Planning 52

Planning Taxes Distribution Clients 52