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2017 Year-End Planning Letter

Brown Advisory

2017 Year-End Planning Letter. Mon, 12/04/2017 - 13:10. We are closing 2017 with nearly the same stance as last year. Spotlights for Prudent Planning in 2017. There have been very few changes to tax law in 2017, given that Congress has been focused on the longer-term tax reform effort. Since last year’s U.S.

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Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor

Brown Advisory

Explain the timing difference and cutoff on valuations. Regardless of an entity’s scale, proactively defined audit requirements set mutual expectations for advisor and client alike, helping to ensure efficient and effective goal setting and communication. Define the type of investments involved, (e.g., Offer constructive feedback.

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TCS Vs Infosys – A Detailed Analysis! Which One Should You Choose?

Trade Brains

The key business verticals for Infosys are financial services, retail, communication, energy & utilities, and the life science and healthcare division. The key business verticals for Infosys are financial services, retail, communication, energy and utilities, and manufacturing. Valuation Parameter (Rs in Cr). QUICK READ.

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It's All Relative

Brown Advisory

Whether rates are rising or falling, we manage risk using the same consistent process: We look for bonds with attractive valuation relative to our view of their potential cash flows. For one, we reduced our exposure to shorter-duration fixed-rate municipals, as their valuations grew increasingly unattractive last year. (We

Taxes 52
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It's All Relative

Brown Advisory

Whether rates are rising or falling, we manage risk using the same consistent process: We look for bonds with attractive valuation relative to our view of their potential cash flows. For one, we reduced our exposure to shorter-duration fixed-rate municipals, as their valuations grew increasingly unattractive last year. (We

Taxes 52
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6 Tax Strategies for Incentive Stock Options and AMT

Darrow Wealth Management

If the stock drops significantly during the year and you keep holding the shares, you could still trigger the AMT at the old, much higher, valuation. 2026 tax law changes impacting alternative minimum tax The 2017 Tax Cuts and Jobs Act drastically reduced the number of taxpayers who were subject to the AMT. Run the numbers to find out.

Taxes 59
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Tariffs: Bark or Bite?

Brown Advisory

After an unnaturally serene 2017, volatility roared back into equity markets this year, fueled by worries over interest rates, inflation, tariffs and data privacy. imports of washing machines and solar panels (see chart below) in 2017 accounted for approximately 0.4% trillion in imports in 2017) and an even smaller slice of U.S.

Economy 52