Harness Wealth

OCTOBER 23, 2023

Key Takeaways: Accounting advisory services extend beyond traditional tax preparation to offer strategic financial guidance. Specialized areas can include estate planning and tax-efficient investment strategies.

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52

Brown Advisory

OCTOBER 12, 2023

Updating the Estate Plan: The prenuptial agreement also addresses each spouse’s disposition of assets on death and sets the “floor” of what each spouse must leave the other. Plan early, plan wisely, and prenuptial planning can help contribute to a happy marriage as well as a better outcome should that marriage come to an end.

Planning 52

Planning Estate Planning Strategic Planning Distribution 52

Brown Advisory

JULY 28, 2022

Estate Plan: The prenuptial agreement also addresses each spouse’s disposition of assets on death and sets the “floor” of what each spouse must leave the other. In all cases, we believe that thoughtful and careful estate planning in conjunction a prenuptial agreement is best way to safeguard family assets.

Planning 52

Planning Strategic Planning Estate Planning Distribution 52

WiserAdvisor

NOVEMBER 14, 2023

By utilizing tax-advantaged retirement accounts such as IRAs, 401(k)s, or pension plans, individuals can significantly reduce their tax burden both before and after retirement. Moreover, strategic retirement planning includes aspects of estate planning, which can have complex tax implications.

Retirement Planning 52

Retirement Planning Retirement Planning Healthcare 52

Brown Advisory

MAY 4, 2020

When we are able to offer sound strategic advice on topics beyond investing—balance sheet management, donor engagement strategy, mission-related investing, leadership development, succession planning and many other issues—it can be as impactful for our clients as the work we do managing their investment assets.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Brown Advisory

SEPTEMBER 4, 2019

When we are able to offer sound strategic advice on topics beyond investing—balance sheet management, donor engagement strategy, mission-related investing, leadership development, succession planning and many other issues—it can be as impactful for our clients as the work we do managing their investment assets. BACKGROUND.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Brown Advisory

SEPTEMBER 1, 2015

Richard Gamper, Strategic Planning Analyst, Brown Advisory. . Such protection can be a cornerstone for sound estate planning. This piece is intended solely for our clients and prospective clients and is for informational purposes only.

Food 52

Food Portfolio Management Sales Strategic Planning 52