Brown Advisory

NOVEMBER 1, 2023

We work with families every day, developing strategies to help them reduce their estate tax burden and position themselves to transfer their assets to heirs or beneficiaries efficiently. The planning options available to families are numerous. When you can retain the income tax liability of the gifted asset.

Accounting 52

Accounting Taxes Assets Clients 52

Darrow Wealth Management

AUGUST 28, 2023

Make your business more sellable later by getting advice now Business brokers often recommend getting a valuation done years before expecting to sell the company. On the personal side, your financial advisor , estate planning attorney, and CPA/tax advisor should be involved throughout the process.

Sales 77

Sales Wealth Advisor Estate Planning Taxes 77

James Hendries

OCTOBER 28, 2022

As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. Updated beneficiary information- Consistently check the beneficiaries listed on your legal documents, retirement savings, and insurance plans, as these designations can outweigh what is in a will.

Planning 52

Planning Taxes Estate Planning Consulting 52

Darrow Wealth Management

OCTOBER 23, 2023

Of all the types of assets, real estate is usually the most emotional. This stepped-up cost basis is usually the market value of the property on the date of death, though the estate may elect an alternate valuation date (six months after death). Real estate is an illiquid asset, so you’ll need outside resources.

Taxes 78

Taxes Distribution Estate Planning Wealth Management 78

Brown Advisory

OCTOBER 16, 2017

Family Wealth Transfer Options achen Mon, 10/16/2017 - 10:49 Families can use a variety of strategies to reduce their estate tax burden. One of those is gifting assets from one generation to the next. Moreover, gifts to so-called dynasty trusts may insulate gifted assets from estate tax for multiple generations.

Taxes 52

Taxes Assets Estate Planning Valuation 52

Brown Advisory

OCTOBER 16, 2017

Families can use a variety of strategies to reduce their estate tax burden. One of those is gifting assets from one generation to the next. By using various exemptions and exclusions, you can gift a certain amount of assets to your family members without triggering gift taxes, thereby reducing the size of your taxable estate.

Taxes 52

Taxes Assets Estate Planning Valuation 52

Brown Advisory

SEPTEMBER 11, 2016

By Taylor Graff, Head of Asset Allocation Research and Ed Chadwyck-Healey, Head of International Private Clients ⚑ Investment Outlook Falling Interest Rates Trigger Investor Hunger For Yield Investors snapping up U.S. Consequently, investors need to build a solid defensive position while seizing opportunities that arise amid the instability.

Investing 52

Investing Investments Asset Allocation Marketing 52

Brown Advisory

SEPTEMBER 11, 2016

By Taylor Graff, Head of Asset Allocation Research and Ed Chadwyck-Healey, Head of International Private Clients ? Equities Private Credit Outshines Many High-Valuation Stocks, Bonds. Alternative Investments Proposed Tax Law Changes Prompt Estate Planning Review. Investors snapping up U.S.

Investing 52

Investing Investments Asset Allocation Marketing 52

Brown Advisory

MARCH 1, 2019

Managing Assets, Preserving Time Business founders may find it odd—or even superstitiously dangerous!—to to focus heavily on personal planning for a liquidity event that may not come to fruition (and won’t occur for several years if it does). We find this is also an optimal time to restructure insurance and asset protection needs.

Planning 52

Planning Estate Planning Startup Clients 52

Brown Advisory

MARCH 1, 2019

Managing Assets, Preserving Time. to focus heavily on personal planning for a liquidity event that may not come to fruition (and won’t occur for several years if it does). During each phase of a business’ evolution, we will typically work on distinct planning decisions with the founder. Deal execution marks this stage.

Planning 52

Planning Estate Planning Startup Clients 52

Carson Wealth

JULY 26, 2023

Yet, at the end of the day it is a business – and it’s where many owners have most of their assets. So, from an economic standpoint, it’s essential to plan for the future as that’s likely where you will realize the bulk of your lifetime wealth. The best advice?

Planning 52

Planning Taxes Retirement Financial Advisor 52

Brown Advisory

DECEMBER 2, 2015

We work with clients to create—either in writing or verbally—a “mission statement” detailing how they want their assets to serve their well-being in coming decades. It also encompasses intended lifestyle, charitable giving, retirement and estate planning, and liabilities, including anticipated costs for health care.

Taxes 52

Taxes Clients Estate Planning Compliance 52

Darrow Wealth Management

MARCH 31, 2023

There are many financial planning considerations before, during, and after a divorce. A key part of the process from a financial standpoint is dividing the assets. Generally, couples split the value of their assets 50-50 (though not always). Asset division is one of the major financial components of a divorce.

Financial Planning 84

Financial Planning Planning Estate Planning Taxes 84

International College of Financial Planning

NOVEMBER 10, 2021

In this course program, you’d be trained in concepts such as capital budgeting, risk management, and option valuation to name a few. You will also be trained in theories of finance and capital structure and help organizations manage their assets and monetize them.

Investment Advisor 52

Investment Advisor Investing Investments Certified Financial Planner 52

Brown Advisory

DECEMBER 4, 2017

The outcome of the tax reform debate is likely to impact how we advise clients on tax planning, estate planning and a host of other topics. With the rise in asset valuation in recent years, we encourage clients to review asset protection plans. Is there dangerous terrain on newly acquired real estate?

Planning 52

Planning Taxes Tax Planning Clients 52

Brown Advisory

NOVEMBER 12, 2015

As 2015 comes to a close, we remind our clients and friends of how important it is take time to review new tax rules, consider tax-saving opportunities and review investment and asset-protection plans before year’s end. Re-examine asset location. Consider making direct gifts for education and medical expenses.

Planning 52

Planning Taxes Distribution Medical 52

Brown Advisory

SEPTEMBER 3, 2015

Still, we believe that attractive opportunities for fundamental, bottom-up investing endure in China S and Asia’s other emerging markets, where valuations are more attractive than for equities in the developed world like the U.S. Protecting inherited assets from a claim by a family member’s ex-spouse can help limit those losses.

Insurance 52

Insurance Portfolio Management Clients Government 52

Brown Advisory

SEPTEMBER 3, 2015

Among our holdings in sectors backed by clear flows of revenues, we maintain an overweight in health care and transportation and remain focused on credit stability, valuations and opportunities for price gains. By Taylor Graff, CFA, Asset Allocation Analyst. Such protection can be a cornerstone for sound estate planning.

Transportation 52

Transportation Government Economy Asset Allocation 52

Brown Advisory

NOVEMBER 1, 2019

Market conditions may be volatile, but our planning efforts are, as always, focused on stability and consistency. You can find our annual planning checklist at the end of this article. OZ Funds” allow the deferral, and partial avoidance, of capital gains arising out of the sale of appreciated assets.

Planning 52

Planning Taxes Clients Estate Planning 52

Brown Advisory

JUNE 16, 2016

A good example took place in 2012; at the time we helped many clients prepare for anticipated changes to policy regarding taxes on asset transfers. But in 2016, there are no such policy reasons driving us to action in advance of a specific planning deadline. If there were, we might recommend bigger steps, as we have in the past.

Planning 52

Planning Taxes Assets Clients 52

Brown Advisory

DECEMBER 2, 2015

We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds. We also continue to see opportunities in hedged equity strategies, real estate and emerging market small-cap stocks. 15-16 monetary policy meeting.

Economy 52

Economy Taxes Clients Assets 52

Brown Advisory

DECEMBER 1, 2023

READINESS PLANNING: When we talk to clients about the eventual transfer of their personal or business assets, they often want to focus on preparing those that follow them for the burden and responsibility of caring for those assets. What does this “great wealth transfer” mean for our clients and their descendants?

Planning 52

Planning Strategic Planning Taxes Clients 52

Brown Advisory

APRIL 1, 2020

These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. GIFT AND ESTATE TAX PLANNING Outright Gifting. tax code that are not permanent.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. GIFT AND ESTATE TAX PLANNING. tax code that are not permanent. Outright Gifting.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

SEPTEMBER 17, 2021

A prohibition on IRAs holding investments open only to those with a certain level of assets – such as investments open only to Accredited Investors. Gift/Estate/GST Tax. Existing grantor trusts would still be out of the grantor’s estate and distributions from existing trusts would not be gifts. Corporate Income Tax.

Taxes 52

Taxes Distribution Accounting Retirement 52

Brown Advisory

NOVEMBER 19, 2016

Despite the political winds of the campaign, 2016 is shaping up to be a stable planning year, giving us room to focus on reviewing long-term goals vs. acting on policy deadlines. Key Planning Notes for 2017. 2017 may see the elimination of valuation discounts on transfers of family-held business assets.

Planning 52

Planning Taxes Distribution Clients 52