Sat.Oct 26, 2013 - Fri.Nov 01, 2013

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Strategic Advisory Letter | 2013 Year-End Planning Checklist

Brown Advisory

Strategic Advisory Letter | 2013 Year-End Planning Checklist. achen. Fri, 11/01/2013 - 12:07. Last year at this time, we faced a great deal of uncertainty regarding changes to U.S. tax laws. Today, the tax environment is far more stable, but we recommend considering several tax-planning moves along with reviewing investment and asset protection plans before year’s end.