Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets ajackson Wed, 04/01/2020 - 09:31 Our conversations with clients usually cover topics that range beyond investment and financial affairs. Possible future increases in income and wealth transfer taxes, including the potential reversion of certain elements of the U.S.

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Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets. We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals.

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Harness Wealth

MAY 8, 2025

When considering the various business structures available, understanding the tax implications is crucial for making informed decisions. A Limited Partnership (LP) offers a unique blend of operational flexibility and liability protection, but its tax treatment can be complex. Table of Contents What Is a Limited Partnership (LP)?

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Harness Wealth

MAY 2, 2025

Understanding the tax implications is crucial when considering the best business structure for your venture. However, navigating the tax landscape for an LLC can be complex, as it involves various filing requirements, tax benefits, and strategic planning opportunities.

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Harness Wealth

MAY 2, 2025

Understanding the tax implications is crucial when considering the best business structure for your venture. However, navigating the tax landscape for an LLC can be complex, as it involves various filing requirements, tax benefits, and strategic planning opportunities.

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Harness Wealth

MAY 12, 2025

tax industry is currently in a tight corner, grappling with a major talent shortage. This widening gap between the demand for skilled tax professionals and the available supply presents considerable challenges for tax firms of all sizes. Table of Contents What are the causes of the tax advisor shortage?

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Brown Advisory

JULY 30, 2015

Strategic Advisory Letter | Mid-Year Planning Tools for 2015. It takes time to integrate decisions regarding your investments, tax situation, estate matters, business planning and charitable objectives into a thoughtful and coordinated plan. Thu, 07/30/2015 - 16:44.

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Harness Wealth

NOVEMBER 27, 2023

Within the accounting profession, Client Accounting Services (CAS) has emerged as a pivotal offering for entrepreneurial CPAs wishing to help their clients with more than just annual tax filings. Core components of CAS involve bookkeeping, payroll, tax planning & compliance services customized for each client.

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Zoe Financial

APRIL 17, 2023

Implementing these strategies can help reduce tax bills, save more, and achieve financial goals sooner. The deadline for tax filing is around the corner. Besides meeting all the requirements for this date, have you considered the impact of implementing long-term tax strategies on your wealth?

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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. Table of Contents What Are Accounting Advisory Services?

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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? - Topics will included: • How to structure the earn out. Is it better to take all cash, or cash and stock?

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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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WiserAdvisor

FEBRUARY 19, 2024

As a couple aged 65 in 2023, you may need approximately $315,000 saved (after tax) to cover your healthcare expenses. This underscores the necessity of integrating healthcare costs into your broader retirement planning strategy. You can also consider using Roth accounts to optimize tax planning in retirement.

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Brown Advisory

NOVEMBER 5, 2021

It is tempting to contrast the good with the uncertainty surrounding us– the continuing pandemic, challenges to our relationship with China, supply chain disruption, fears of inflation and potential tax legislation. Formulating a plan to take the first incremental steps and assessing regularly are critical.

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International College of Financial Planning

MARCH 9, 2024

Who is a Certified Financial Planner® Professional A Certified Financial Planner® (CFP®) professional is a beacon in the financial advisory landscape, offering unmatched expertise in financial management and strategic planning.

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WiserAdvisor

SEPTEMBER 8, 2023

It is important to have a clear understanding of your budget post-retirement, factoring in housing costs, property taxes, and maintenance expenses. Different states have different rules when it comes to income taxes. Engaging in careful tax planning is essential to navigate this potential tax challenge.

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WiserAdvisor

JANUARY 23, 2024

Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. Step 2: See if the financial advisor conducts an annual tax review Ensuring that your financial advisor reviews your tax return annually is a crucial step in maximizing your financial benefits.

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WiserAdvisor

NOVEMBER 6, 2023

Pay attention to taxes Recognizing the potential impact of taxes on your investments is crucial, given the substantial sum of $100,000. Tax planning can help you maximize your earnings effectively. On the other hand, failing to optimize your tax situation can erode the value of your $100,000 savings fund.

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Harness Wealth

APRIL 29, 2025

Alternative investments offer exciting opportunities to diversify portfolios and pursue higher returns, but state-specific tax regulations create a complex maze that impacts the bottom line. The variation in how states approach investment income, capital gains, and special provisions can dramatically affect after-tax returns.

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Harness Wealth

MAY 12, 2025

tax industry is currently in a tight corner, grappling with a major talent shortage. This widening gap between the demand for skilled tax professionals and the available supply presents considerable challenges for tax firms of all sizes. Table of Contents What are the causes of the tax advisor shortage?

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Harness Wealth

APRIL 29, 2025

Selling investments triggers tax implications that can dramatically impact your returns if not handled properly. The maze of tax rules around different investment vehicles requires understanding how various assets are treated for tax purposes.

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