Diamond Consultants

APRIL 18, 2023

Cerulli Associates projects that by 2025, more than a quarter of the industry’s assets will be managed by advisors in RIA channels. While logic would dictate that RIA advisors have far greater day-to-day control over investments and client service than their wirehouse peers, in actuality, most RIA advisors have far less control.

Clients 52

Clients Recruitment Economics Estate Planning 52

Nationwide Financial

MARCH 6, 2023

For example, they could make most of their charitable contributions and medical expenditures in a year they plan to itemize. Like individuals, businesses holding investments and other capital assets should consider other income, gains, and losses when determining when to sell capital assets.

Tax Planning 78

Tax Planning Taxes Planning Distribution 78

Brown Advisory

NOVEMBER 1, 2019

This year, two factors will be important considerations in our year-end planning work: 1) current market dynamics (specifically, ongoing market volatility, low interest rates and a flat yield curve), and 2) the 2017 tax overhaul and our ongoing integration of new tax rules into clients’ long-term plans. Non-Taxable Gifts.

Planning 52

Planning Taxes Clients Estate Planning 52

Brown Advisory

NOVEMBER 28, 2018

This year, two substantive factors—the 2017 tax overhaul and rising interest rates—will be important considerations in our year-end planning work. As we discuss below, the new tax law offers a number of opportunities for adjusting long-term plans. THE NEW TAX LAW. The 2017 tax overhaul was broad in scope.

Planning 52

Planning Taxes Clients Estate Planning 52

Brown Advisory

DECEMBER 1, 2023

Should we modify existing plans considering changing market conditions? How do we achieve goals for family capital, considering pending changes in the estate tax laws and, for families with geographically dispersed members, taking into account cross-border legal and tax considerations?

Planning 52

Planning Strategic Planning Taxes Clients 52

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. Possible future increases in income and wealth transfer taxes, including the potential reversion of certain elements of the U.S.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets. Our conversations with clients usually cover topics that range beyond investment and financial affairs. Possible future increases in income and wealth transfer taxes, including the potential reversion of certain elements of the U.S. tax code that are not permanent.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

NOVEMBER 19, 2020

presidential election season offered a wide range of potential scenarios for tax and other policy matters that impact our planning efforts for clients. While election results are not totally settled, we believe that the balance between parties in Congress is likely to temper both the pace and magnitude of possible tax law changes.

Planning 52

Planning Taxes Clients Assets 52