2020 Strategic Planning Tax Planning 
Brown Advisory
APRIL 1, 2020
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. We are working to help you take those steps forward.
Brown Advisory
APRIL 1, 2020
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.
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Brown Advisory
FEBRUARY 23, 2022
Moderator: Brad Dunn, Portfolio Manager; Meredith Shuey Etherington, Portfolio Manager Maximizing Your Assets Wednesday, November 17, 2020 During this first event of the series, our panel focused on how you can plan now to maximize your assets and prepare for an exit—whether it is quickly approaching or may be years away.
Brown Advisory
FEBRUARY 23, 2022
Planning for Your Liquidity Event and Beyond. On May 6, our panel of experts focused on investment, tax and strategic planning advice to help you prepare for this moment and beyond. Wednesday, November 17, 2020. MORE ON THIS TOPIC Strategic Planning Roadmap for Entrepreneurs. Thursday, May 6, 2021.
Zoe Financial
APRIL 17, 2023
Besides meeting all the requirements for this date, have you considered the impact of implementing long-term tax strategies on your wealth? So take advantage of the opportunity to optimize your tax planning and maximize your financial growth potential. There is one opportunity left to lower your tax bill this year.
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