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Strategic Planning in Volatile Markets

Brown Advisory

Strategic Planning in Volatile Markets ajackson Wed, 04/01/2020 - 09:31 Our conversations with clients usually cover topics that range beyond investment and financial affairs. GIFT AND ESTATE TAX PLANNING Outright Gifting. CHARITABLE PLANNING Charitable Giving. Sales of assets (i.e.

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Strategic Planning in Volatile Markets

Brown Advisory

Strategic Planning in Volatile Markets. Wed, 04/01/2020 - 09:31. Such loans must carry a minimum rate of interest, known as the Applicable Federal Rate (or “AFR”), which is typically lower than a true market rate of interest (for example, the AFRs for April 2020 range from 0.91% to 1.44%). GIFT AND ESTATE TAX PLANNING.