Consulting Tax Planning Valuation Wealth Accumulation 
Brown Advisory
AUGUST 1, 2019
Paying tax now instead of later goes against the grain of conventional tax planning. However, when one’s goals are focused on legacy wealth transfer, the calculus is different. This option, available before the 2017 tax overhaul, was helpful if, for example, the market declined substantially after a conversion.
Brown Advisory
AUGUST 1, 2019
Paying tax now instead of later goes against the grain of conventional tax planning. However, when one’s goals are focused on legacy wealth transfer, the calculus is different. This option, available before the 2017 tax overhaul, was helpful if, for example, the market declined substantially after a conversion.
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