The Richer Geek

FEBRUARY 23, 2022

The second is to reduce their tax burden, because the thing is, is that part of our expenses, our largest part typically is our taxes, especially the higher-income earners that we are” “And then the third thing is helping them build infrastructure and infrastructure may be just entity structure.

Estate Planning 52

Estate Planning Planning Taxes Investment Advisor 52

Brown Advisory

SEPTEMBER 3, 2015

Investors had snapped up Puerto Rican debt because of high yields and exemption from federal, state and local taxes in the U.S. Meanwhile, tax revenues have declined to about 12% of GNP from more than 15% before 2006, the Krueger report said. Such protection can be a cornerstone for sound estate planning.

Transportation 52

Transportation Government Economy Asset Allocation 52

Brown Advisory

SEPTEMBER 3, 2015

in 2016, according to the IMF. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Such protection can be a cornerstone for sound estate planning. The ratio for the 19 countries in the eurozone rose to 93% at the end of the first quarter from 92% at the end of 2014, according to the European Union. Quickening Growth.

Economy 40

Economy Economics Asset Allocation Banking 40

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. Presidential election.

Planning 52

Planning Taxes Assets Clients 52

The Big Picture

JANUARY 21, 2025

And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. 00:29:38 [Speaker Changed] So, humble Dollar was launched right at the end of 2016.

Investments 147

Investments Investing Management Retirement 147

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.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

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.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

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.

Estate Planning 78

Estate Planning Clients Planning Financial Planner 78

Brown Advisory

MARCH 1, 2016

Tue, 03/01/2016 - 16:14. Through her will, former first lady Jacqueline Kennedy Onassis left behind a sizeable inheritance for her children while incorporating an innovative estate planning tool aimed at meeting her philanthropic goals. million for 2016. Another benefit accrues based on the income tax efficiency of a CLT.

Taxes 52

Taxes Estate Planning Assets Communication 52

Brown Advisory

JUNE 2, 2016

Thu, 06/02/2016 - 13:56. Terms like “estate planning” and “wealth transfer” provide little shelter from a painful reality—a large portion of what we do as advisors focuses on the issues associated with our clients’ mortality. This may generate an immediate federal gift tax liability. Income Tax and Basis Considerations.

Taxes 52

Taxes Assets Clients Tax Planning 52

Brown Advisory

NOVEMBER 19, 2016

2016 Year-End Planning Letter. Sat, 11/19/2016 - 15:45. . A Republican sweep of Congress and the White House increases the possibility of changes to the law in areas like tax, health care and trade. However, the current policy environment remains relatively steady, at least through the end of 2016. Takeaways.

Planning 52

Planning Taxes Distribution Clients 52