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2021 Year-End Planning Letter

Brown Advisory

This is particularly important for clients planning to sell a business, who have deferred executive compensation, are contemplating income tax planning opportunities such as a ROTH IRA conversion or have large estates. But, there are other considerations to keep in mind, like changes in tax exposure.

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Diving Deep: Achieving Outperformance By Using Environmental Research

Brown Advisory

This helps us to spot companies that face ESG risks, such as labor-management tensions, excessive vulnerability to commodity prices or inappropriate incentives for executive compensation. The company aims to expand its use of recycled aluminum to 80% by 2025.

Food 52
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Diving Deep: Achieving Outperformance By Using Environmental Research

Brown Advisory

This helps us to spot companies that face ESG risks, such as labor-management tensions, excessive vulnerability to commodity prices or inappropriate incentives for executive compensation. The company aims to expand its use of recycled aluminum to 80% by 2025.

Food 52
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The American Rescue Plan Act: Potential Consequences for Clients

Brown Advisory

The $500,000 limit on the deduction of excess losses from unincorporated businesses is extended to the end of 2026 from the end of 2025, in part to pay for the suspension of these deduction limits in 2020 as a result of COVID-19. Enhanced Limits on Deductions for Executive Compensation.

Clients 52
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The American Rescue Plan Act: Potential Consequences for Clients

Brown Advisory

The $500,000 limit on the deduction of excess losses from unincorporated businesses is extended to the end of 2026 from the end of 2025, in part to pay for the suspension of these deduction limits in 2020 as a result of COVID-19. Enhanced Limits on Deductions for Executive Compensation.

Clients 52