2017 Strategic Planning Valuation 
Brown Advisory
APRIL 20, 2022
Explain the timing difference and cutoff on valuations. An auditor is often most concerned with point-in-time valuations and keenly focused on financial controls, especially the nuances of the accounting rules regarding liquidity (e.g. Define the type of investments involved, (e.g., bonds, stocks, mutual funds, limited partnerships).
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.
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The Big Picture
AUGUST 20, 2024
And so in the 1990s, I developed the, the late 1980s, early 1990s, I developed a skillset around valuation, in particular discounted cash flow or residual income type models, along with a couple of peers out of the consulting industry. That’s actually research that was done by JP Morgan as of 2017. Now my observation was twofold.
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. GIFT AND ESTATE TAX PLANNING Outright Gifting. We are working to help you take those steps forward. Intra-family Note Refinance.
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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