Brown Advisory
JULY 30, 2015
Strategic planning for families often focuses on tax avoidance or minimization, and this emphasis on tax planning is understandable because reducing the tax drag on earnings and intergenerational wealth transfers is the functional equivalent of boosting investment returns.
Brown Advisory
FEBRUARY 23, 2022
Topics included: - How to set up your company now to prepare for an exit in the future - Understanding whether your planned wealth creation event will support your goals: How much is enough? - Please download for help in organizing your thoughts in the years leading up to a liquidity event or another business transition.
Brown Advisory
FEBRUARY 23, 2022
Planning for Your Liquidity Event and Beyond. On May 6, our panel of experts focused on investment, tax and strategic planning advice to help you prepare for this moment and beyond. MORE ON THIS TOPIC Strategic Planning Roadmap for Entrepreneurs. Thursday, May 6, 2021. Read now >.
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