Brown Advisory

DECEMBER 2, 2015

It also encompasses intended lifestyle, charitable giving, retirement and estate planning, and liabilities, including anticipated costs for health care. During times of market volatility, such long-term planning enables clients to shake off an impulse to sell. Create a portfolio structure buffered against taxes.

Taxes 52

Taxes Clients Estate Planning Compliance 52

Brown Advisory

DECEMBER 4, 2017

presidential election, we have grappled with the lack of clarity regarding the details of new tax legislation. 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. Spotlights for Prudent Planning in 2017.

Planning 52

Planning Taxes Tax Planning Clients 52

Brown Advisory

NOVEMBER 12, 2015

Strategic Advisory Letter | 2015 Year-End Planning Checklist. 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. Thu, 11/12/2015 - 11:10.

Planning 52

Planning Taxes Distribution Medical 52

Brown Advisory

NOVEMBER 1, 2019

This year, two factors will be important considerations in our year-end planning work: 1) current market dynamics (specifically, ongoing market volatility, low interest rates and a flat yield curve), and 2) the 2017 tax overhaul and our ongoing integration of new tax rules into clients’ long-term plans. Non-Taxable Gifts.

Planning 52

Planning Taxes Clients Estate Planning 52

Brown Advisory

JUNE 16, 2016

And there are no looming changes to tax policy and little discussion of new proposals as we head into the general election. With tax policy in a steady state and relatively calm economic conditions, there are no strong external reasons to make major planning adjustments.

Planning 52

Planning Taxes Assets Clients 52

Brown Advisory

SEPTEMBER 17, 2021

Newly-Released House Tax Bill Contains Income, Estate Tax Changes. On September 13th, the House Ways and Means committee released the text of the highly-anticipated tax legislation designed to fund the Biden administration’s ambitious agenda. Noteable Provisions in the Bill include: Individual Income Tax.

Taxes 52

Taxes Distribution Accounting Retirement 52

Brown Advisory

DECEMBER 1, 2023

Should we modify existing plans considering changing market conditions? How do we achieve goals for family capital, considering pending changes in the estate tax laws and, for families with geographically dispersed members, taking into account cross-border legal and tax considerations?

Planning 52

Planning Strategic Planning Taxes Clients 52

Brown Advisory

NOVEMBER 19, 2016

A Republican sweep of Congress and the White House increases the possibility of changes to the law in areas like tax, health care and trade. There are few shifts in tax policy that present clients with a need to act before a specific deadline. Key Planning Notes for 2017. Bush and Obama administrations.

Planning 52

Planning Taxes Distribution Clients 52