Darrow Wealth Management

MARCH 29, 2024

If you have incentive stock options, you’ve probably heard of the alternative minimum tax (AMT). Essentially, the alternative minimum tax is a prepayment of taxes. The credit reduces your tax liability to reflect prepaid tax. Early sales of ISOs are taxed in the regular tax system.

Taxes 82

Taxes Tax Planning Planning Wealth Management 82

Harness Wealth

OCTOBER 11, 2023

In this guide from Harness Tax , we’ll explore why cybersecurity is increasingly important in the accounting industry, delve into the types of cybersecurity risks, and offer a set of best practices for risk management. According to a 2023 report from the Deloitte Center for Controllership , 34.5%

Accounting 59

Accounting Taxes Clients Communication 59

eMoney Advisor

NOVEMBER 10, 2022

With proactive legal and financial advice, the conflict over his name and likeness, large tax bill, and lengthy settlement process wouldn’t have been a foregone conclusion. A judge declared that his six siblings were his official heirs in 2017, but two of them died before the estate was officially settled.

Estate Planning 78

Estate Planning Clients Planning Financial Planner 78

Brown Advisory

MARCH 14, 2023

In addition, the best month of market performance since the end of 2017 (April 2020) coincided with the largest differential in analyst upgrades versus downgrades the month prior (March 2020). This ties for the fourth greatest negative monthly differential between upgrades and downgrades (-10) since the end of 2017.

Clients 97

Clients Investments Investing Sales 97

Brown Advisory

NOVEMBER 1, 2019

This year, two factors will be important considerations in our year-end planning work: 1) current market dynamics (specifically, ongoing market volatility, low interest rates and a flat yield curve), and 2) the 2017 tax overhaul and our ongoing integration of new tax rules into clients’ long-term plans. Non-Taxable Gifts.

Planning 52

Planning Taxes Clients Estate Planning 52

Darrow Wealth Management

MARCH 29, 2024

If you have incentive stock options, you’ve probably heard of the alternative minimum tax (AMT). Essentially, the alternative minimum tax is a prepayment of taxes. The credit reduces your tax liability to reflect prepaid tax. Early sales of ISOs are taxed in the regular tax system.

Taxes 52

Taxes Tax Planning Planning Wealth Management 52

Brown Advisory

OCTOBER 22, 2019

Historically, tax treatment—specifically, the ability to deduct various expenses of a family office for tax purposes—was often the critical factor that decided whether a captive family office made financial sense. RELEVANT LEGAL ISSUES—A BRIEF REVIEW The 2017 Tax Act.

Taxes 52

Taxes Management Investments Investing 52

Brown Advisory

OCTOBER 22, 2019

Historically, tax treatment—specifically, the ability to deduct various expenses of a family office for tax purposes—was often the critical factor that decided whether a captive family office made financial sense. The 2017 Tax Act. Ultimately, each family and its trusted advisors need to make its own determination.

Taxes 52

Taxes Management Investments Investing 52

Brown Advisory

OCTOBER 22, 2019

Historically, tax treatment—specifically, the ability to deduct various expenses of a family office for tax purposes—was often the critical factor that decided whether a captive family office made financial sense. The 2017 Tax Act. Ultimately, each family and its trusted advisors need to make its own determination.

Taxes 52

Taxes Management Investments Investing 52

Brown Advisory

NOVEMBER 28, 2018

This year, two substantive factors—the 2017 tax overhaul and rising interest rates—will be important considerations in our year-end planning work. As we discuss below, the new tax law offers a number of opportunities for adjusting long-term plans. THE NEW TAX LAW. The 2017 tax overhaul was broad in scope.

Planning 52

Planning Taxes Clients Estate Planning 52

Zajac Group

NOVEMBER 7, 2024

Creating wealth that can provide financial security for generations to come is an incredible feat, and it requires careful planning, consideration, and communication among family members. Let’s take a look at the tax impact and other considerations of each. million before triggering federal estate taxes).

Planning 52

Planning Estate Planning Taxes Assets 52

Brown Advisory

MARCH 14, 2023

In addition, the best month of market performance since the end of 2017 (April 2020) coincided with the largest differential in analyst upgrades versus downgrades the month prior (March 2020). This ties for the fourth greatest negative monthly differential between upgrades and downgrades (-10) since the end of 2017.

Clients 81

Clients Investments Investing Sales 81

Brown Advisory

OCTOBER 16, 2017

Family Wealth Transfer Options achen Mon, 10/16/2017 - 10:49 Families can use a variety of strategies to reduce their estate tax burden. By using various exemptions and exclusions, you can gift a certain amount of assets to your family members without triggering gift taxes, thereby reducing the size of your taxable estate.

Taxes 52

Taxes Assets Estate Planning Valuation 52

Brown Advisory

OCTOBER 16, 2017

Mon, 10/16/2017 - 10:49. Families can use a variety of strategies to reduce their estate tax burden. By using various exemptions and exclusions, you can gift a certain amount of assets to your family members without triggering gift taxes, thereby reducing the size of your taxable estate. Family Wealth Transfer Options.

Taxes 52

Taxes Assets Estate Planning Valuation 52

Zoe Financial

JULY 1, 2024

which is the lowest since 2017). The gains have been led by technology stocks, communication services, and financials. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances.

Marketing 40

Marketing Marketing Economics Taxes 40

Brown Advisory

OCTOBER 16, 2017

How We Advise Clients With Concentrated Positions achen Mon, 10/16/2017 - 10:00 “Strategic advice” is a very open-ended term, but when we use it, we have a specific meaning in mind. At some point, many of these clients face a similar dilemma: Holding that asset may create meaningful risk, but selling it would create a meaningful tax event.

Clients 52

Clients Taxes Assets Investments 52

Brown Advisory

OCTOBER 16, 2017

Mon, 10/16/2017 - 10:00. At some point, many of these clients face a similar dilemma: Holding that asset may create meaningful risk, but selling it would create a meaningful tax event. How We Advise Clients With Concentrated Positions. Strategic advice” is a very open-ended term, but when we use it, we have a specific meaning in mind.

Clients 52

Clients Taxes Assets Investments 52

Brown Advisory

OCTOBER 16, 2017

Philanthropic Options achen Mon, 10/16/2017 - 11:19 Philanthropic giving is an essential component of many of our clients’ long-term financial plans. However, making an in-kind gift of highly appreciated securities can often be a better solution from an income-tax perspective. A better solution would be to gift that stock directly.

Taxes 52

Taxes Distribution Clients Assets 52

Brown Advisory

OCTOBER 16, 2017

Mon, 10/16/2017 - 11:19. However, making an in-kind gift of highly appreciated securities can often be a better solution from an income-tax perspective. When making an outright gift, you are generally entitled to an income tax deduction for the value of the gift (subject to income limitations). Philanthropic Options.

Taxes 52

Taxes Distribution Clients Assets 52

Brown Advisory

AUGUST 1, 2019

Indeed, a Roth conversion has the potential to generate greater wealth than a traditional IRA during an individual’s or couple’s lifetime, and it can play a meaningful role in providing tax advantages to heirs throughout their lifetime as well. RMDs from a traditional IRA are taxed as ordinary income.

Planning 52

Planning Distribution Taxes Accounting 52

Brown Advisory

AUGUST 1, 2019

Indeed, a Roth conversion has the potential to generate greater wealth than a traditional IRA during an individual’s or couple’s lifetime, and it can play a meaningful role in providing tax advantages to heirs throughout their lifetime as well. RMDs from a traditional IRA are taxed as ordinary income.

Planning 52

Planning Distribution Taxes Accounting 52

Brown Advisory

MAY 3, 2018

The tax-exempt status of municipal bond income has helped to mitigate price erosion when rates rise, as each dollar of interest earned from a municipal bond is worth more to many buyers than a dollar of taxable income. These steps contributed greatly to our relative performance in 2017, particularly in the fourth quarter.

Taxes 52

Taxes Portfolio Valuation Clients 52

Brown Advisory

MAY 3, 2018

The tax-exempt status of municipal bond income has helped to mitigate price erosion when rates rise, as each dollar of interest earned from a municipal bond is worth more to many buyers than a dollar of taxable income. These steps contributed greatly to our relative performance in 2017, particularly in the fourth quarter.

Taxes 52

Taxes Portfolio Valuation Clients 52

Brown Advisory

JUNE 23, 2016

Still, he said, he expects to see a better balance in 2017 between oil supply and demand. This communication and any accompanying documents are confidential and privileged. Oil would need to rise to about $60 per barrel to induce an increase in production, he said, predicting that $100-per-barrel oil is unlikely to be the norm.

Economy 52

Economy Communication Clients Taxes 52

Brown Advisory

JUNE 23, 2016

Still, he said, he expects to see a better balance in 2017 between oil supply and demand. This communication and any accompanying documents are confidential and privileged. Oil would need to rise to about $60 per barrel to induce an increase in production, he said, predicting that $100-per-barrel oil is unlikely to be the norm.

Economy 52

Economy Communication Clients Taxes 52

Brown Advisory

OCTOBER 16, 2017

Investment Planning Options achen Mon, 10/16/2017 - 10:24 The decision to sell or hold a concentrated position may sound simple, but these situations are often more complex than they appear. They require the investor to reconcile investment dynamics, tax considerations and a variety of subjective, emotional factors.

Investment Planning 52

Investment Planning Planning Investing Investments 52

Brown Advisory

OCTOBER 16, 2017

Mon, 10/16/2017 - 10:24. They require the investor to reconcile investment dynamics, tax considerations and a variety of subjective, emotional factors. Taxes: What are the tax consequences if the position is sold? Investment Planning Options. Does it have limited daily trading volume?

Investment Planning 52

Investment Planning Planning Investing Investments 52

The Big Picture

AUGUST 8, 2022

A lot of the — even the innovations, the things that are wonderful that we take for granted, the fact that our email goes for free that all of a sudden we have all these communication technologies. In this country, we subsidize homeownership only if you borrow through taxes. RITHOLTZ: Is technology any better? RITHOLTZ: Gotcha.

Banking 204

Banking Government Insurance Taxes 204

Brown Advisory

SEPTEMBER 12, 2016

Among major defense contractors, General Dynamics leads the pack with a dividend yield of 2% and a free cash flow yield of 7% for fiscal year 2017. This communication and any accompanying documents are confidential and privileged. at Danaher. General Dynamics is benefiting from stepped up funding for the construction of U.S.

Budgeting 52

Budgeting Communication Clients Commission 52

Brown Advisory

SEPTEMBER 12, 2016

Among major defense contractors, General Dynamics leads the pack with a dividend yield of 2% and a free cash flow yield of 7% for fiscal year 2017. This communication and any accompanying documents are confidential and privileged. at Danaher. General Dynamics is benefiting from stepped up funding for the construction of U.S.

Budgeting 52

Budgeting Communication Clients Commission 52

Brown Advisory

OCTOBER 16, 2017

Building A Portfolio To Offset Position Risk achen Mon, 10/16/2017 - 11:53 For years, our firm has built equity strategies that fit squarely into traditional style boxes, like “U.S. Tax considerations may outweigh the risk of the position losing market value, and other factors may also come into play in the decision to hold the position.

Portfolio 52

Portfolio Clients Risk Tolerance Taxes 52

Brown Advisory

OCTOBER 16, 2017

Mon, 10/16/2017 - 11:53. Tax considerations may outweigh the risk of the position losing market value, and other factors may also come into play in the decision to hold the position. Building A Portfolio To Offset Position Risk. For years, our firm has built equity strategies that fit squarely into traditional style boxes, like “U.S.

Portfolio 52

Portfolio Clients Risk Tolerance Taxes 52

Brown Advisory

NOVEMBER 12, 2015

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. In this letter, we outline a number of tax-saving and other opportunities to consider before the close of the year.

Planning 52

Planning Taxes Distribution Medical 52

Brown Advisory

MAY 10, 2018

After an unnaturally serene 2017, volatility roared back into equity markets this year, fueled by worries over interest rates, inflation, tariffs and data privacy. imports of washing machines and solar panels (see chart below) in 2017 accounted for approximately 0.4% trillion in imports in 2017) and an even smaller slice of U.S.

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

After an unnaturally serene 2017, volatility roared back into equity markets this year, fueled by worries over interest rates, inflation, tariffs and data privacy. imports of washing machines and solar panels (see chart below) in 2017 accounted for approximately 0.4% trillion in imports in 2017) and an even smaller slice of U.S.

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

DECEMBER 2, 2019

Houston suffered tremendous losses from Hurricane Harvey in 2017, and each hurricane season brings renewed potential for flooding and other storm-related disasters. The 2018 National Climate Assessment 1 states that the city’s temperature may break 100 degrees on as many as 150 days per year by the end of the century.

Marketing 52

Marketing Marketing Transportation Investments 52

Brown Advisory

DECEMBER 2, 2019

Houston suffered tremendous losses from Hurricane Harvey in 2017, and each hurricane season brings renewed potential for flooding and other storm-related disasters. The 2018 National Climate Assessment 1 states that the city’s temperature may break 100 degrees on as many as 150 days per year by the end of the century.

Marketing 52

Marketing Marketing Transportation Investments 52