Brown Advisory

JUNE 16, 2016

Market circumstances at any given time can often present timely opportunities for planning steps. In 2016, low interest rates and the prospect that rates may rise presents just such an opportunity. Planning Tool: GRAT. 529 plans are tax-advantaged programs for setting aside funds for education. Clear the Hurdle.

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. FINANCIAL PLANNING Home Refinance. Financial Plans. tax code that are not permanent. Roth Conversions.

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. FINANCIAL PLANNING. Financial Plans. Revisiting existing plans, and their assumptions, may be appropriate.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52