Brown Advisory

JUNE 16, 2016

Yet despite a heavy dose of recent market volatility, the planning environment in 2016 is relatively stable. Economic growth in the U.S. With tax policy in a steady state and relatively calm economic conditions, there are no strong external reasons to make major planning adjustments. Presidential election.

Planning 52

Planning Taxes Assets 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. CHARITABLE PLANNING Charitable Giving.

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. CHARITABLE PLANNING. Charitable Giving. Outright Gifting.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52