Advisor Perspectives

MARCH 29, 2023

Charitable planning is an important topic to discuss with your clients, especially if they’re facing extraordinary taxable events this year. You can add value to your clients by sharing these tax-smart giving strategies for 2023.

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Charitable Planning Taxes Clients Planning 59

eMoney Advisor

JANUARY 31, 2023

When we first started offering client webinars, we traveled to our regional offices to conduct events that were focused on market outlook. When the pandemic hit, we continued to offer these events, but they became quarterly webinars. We also send a follow-up reminder prior to each event.

Education 103

Education Financial Planning Clients Planning 103

Brown Advisory

APRIL 1, 2020

GRATs are an attractive planning vehicle in a low interest rate environment, and funding at low security valuations increases the likelihood of success of transferring wealth to family members without using gift tax exemption. CHARITABLE PLANNING Charitable Giving. Sales of assets (i.e.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

GRATs are an attractive planning vehicle in a low interest rate environment, and funding at low security valuations increases the likelihood of success of transferring wealth to family members without using gift tax exemption. CHARITABLE PLANNING. Charitable Giving. 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. Prepare for Unseen Events. Past performance is not a guarantee of future performance.

Planning 52

Planning Taxes Assets Clients 52