Brown Advisory

DECEMBER 1, 2023

This year, our letter will focus on some of our clients’ big-picture questions, such as: Have our priorities changed or shifted in ways that may alter our current strategic plans? For example, declining valuations in certain sectors may suggest taking action to lock in those lower values for income and gift tax purposes.

Planning 52

Planning Strategic Planning Taxes Clients 52

Brown Advisory

APRIL 20, 2022

The ambiguity surrounding securities levels is sometimes a point of frustration for NFP staff, especially in the valuing of less liquid, harder-to-ascertain level 2 and 3 assets. Explain the timing difference and cutoff on valuations. To help efficiently support the leveling process, we recommend a four-step process: 1.

Investment Advisor 52

Investment Advisor Investing Investments Nonprofit 52

Brown Advisory

NOVEMBER 28, 2022

Continually assess where you stand today against your current financial and generational plans We have a number of tools we use to help clients think through their initial goal-setting and planning, and to review those goals and plans on an ongoing basis.

Planning 52

Planning Taxes Clients Strategic Planning 52

Brown Advisory

NOVEMBER 28, 2022

We have a number of tools we use to help clients think through their initial goal-setting and planning, and to review those goals and plans on an ongoing basis. Regularly review and adjust near-term tactical plans to build confidence in the face of current volatility. Valuations. Estate Tax Rules.

Planning 52

Planning Taxes Clients Strategic Planning 52

The Big Picture

FEBRUARY 7, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. You know, if you’ve got $650 billion of assets floating around, including loans of actual buildings because you’re in the real estate business — RITHOLTZ: Right.

Engineering 254

Engineering Banking Management Numbers 254