Brown Advisory

APRIL 1, 2020

These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. CHARITABLE PLANNING Charitable Giving. tax code that are not permanent. Sales of assets (i.e.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. CHARITABLE PLANNING. Charitable Giving. tax code that are not permanent. Sales of assets (i.e.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

JUNE 16, 2016

Prompt action ensures the ability to take advantage of current conditions, allows time for assets to grow, gives you and your broad advisory team time to thoughtfully implement plans, and helps you better prepare for unforeseen events. 529 plans are tax-advantaged programs for setting aside funds for education.

Planning 52

Planning Taxes Assets Clients 52