2016 Communication Estate Planning 
Darrow Wealth Management
JULY 1, 2024
In 2016, it’s widely expected that the 2017 tax laws will revert. Taxpayers looking for multi-year planning should speak with their tax and financial professionals as soon as possible to avoid running out of time. The Tax Policy Center estimates that over five million taxpayers were subject to the AMT in 2017.
Brown Advisory
NOVEMBER 12, 2015
For example, the filing dates for reporting foreign gifts and foreign accounts will move from March 15 and June 30, respectively, to April 15 for tax years 2016 and beyond (to be clear, these deadlines won’t change this year, the changes take effect in 2017 for 2016 returns). Shift income into the more advantageous tax year.
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Brown Advisory
NOVEMBER 1, 2019
Market conditions may be volatile, but our planning efforts are, as always, focused on stability and consistency. You can find our annual planning checklist at the end of this article. GRATs can be powerful tools in a wealth transfer plan, and active management of a GRAT can add additional value. was used for this illustration.
Brown Advisory
JUNE 16, 2016
Midyear Planning Tools for 2016. Thu, 06/16/2016 - 15:22. Yet despite a heavy dose of recent market volatility, the planning environment in 2016 is relatively stable. Yet despite a heavy dose of recent market volatility, the planning environment in 2016 is relatively stable. Planning Tool: GRAT.
eMoney Advisor
NOVEMBER 10, 2022
That occasion marked an agreement with the IRS on a $156 million value on Prince’s real estate and recordings for the artist who died in April 2016—without a will. What can we learn from celebrity estate planning disasters like this? Such cautionary tales prove the value of proper planning.
Brown Advisory
SEPTEMBER 12, 2016
Proposed Tax Law Changes Prompt Estate Planning Review achen Mon, 09/12/2016 - 06:00 A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. They are intended for the sole use of the addressee.
Brown Advisory
SEPTEMBER 12, 2016
Proposed Tax Law Changes Prompt Estate Planning Review. Mon, 09/12/2016 - 06:00. A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. They are intended for the sole use of the addressee.
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