Brown Advisory

NOVEMBER 1, 2019

Because that sunset doesn’t occur until the end of 2025—six years from now—some clients may not feel an urgency to engage in significant planning right now, but there are a variety of planning actions related to the new tax law that merit attention in the near term, and in some cases before the end of the calendar year.

Planning 52

Planning Taxes Clients Assets 52

The Big Picture

SEPTEMBER 23, 2024

I have worked at Booz Allen and Hamilton, I’m a strategic planning guy. I get hired by Citibank in planning. I write a business plan for it. 00:58:48 [Speaker Changed] It, it points to the fact that you, you know, I think you were saying Barry lived till 2025. This business is just starting.

Banking 147

Banking Investing Investments Assets 147

Brown Advisory

DECEMBER 1, 2023

This year, our letter will focus on some of our clients’ big-picture questions, such as: Have our priorities changed or shifted in ways that may alter our current strategic plans? For example, declining valuations in certain sectors may suggest taking action to lock in those lower values for income and gift tax purposes.

Planning 52

Planning Strategic Planning Taxes Clients 52

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.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

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.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52