Remove your-clients-medicare-costs-look-beyond-premiums
article thumbnail

Strategic Advisory Letter | 2015 Year-End Planning Checklist

Brown Advisory

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. As noted in our July letter, planning is a year-round process. Overview of 2015.