Carried Interest Offers Powerful Estate Planning Opportunities
Wealth Management
JULY 12, 2023
Make sure that clients are using the right valuation.
Adviser links: mission and purpose
Abnormal Returns
MAY 6, 2024
podcasts.apple.com) Altruist Altruist has raised $169 million, elevating its valuation to more than $1.5 advisorhub.com) How Altruist merited its new valuation. citywire.com) How advisers can best work with estate planning attorneys? kitces.com) What is financial planning? flowfp.com)
Estate Planning 
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Choosing the Right Trustee for Your Estate Plan
Carson Wealth
MAY 23, 2024
One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles: trustee, personal representative, executor and agent. The post Choosing the Right Trustee for Your Estate Plan appeared first on Carson Wealth.
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Adviser links: a fundamental misalignment
Abnormal Returns
MAY 8, 2023
financial-planning.com) The biz What variables matter when it comes to RIA valuation. kitces.com) How personality traits affect estate planning decisions. (investmentnews.com) How JP Morgan Chase ($JPM) is trying to hold onto First Republic advisers. sciencedaily.com) How tax-adjusting a portfolio works in practice.
Estate Planning in this Economic Climate
Park Place Financial
NOVEMBER 29, 2022
Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you are in the middle of estate planning , consider the following strategies to develop a sound plan amidst widespread economic challenges. . Create a Trust . Charitable Remainder Unitrust .
Incorporating Collectibles into High-Net-Worth Financial Planning with Tom Ruggie
Steve Sanduski
FEBRUARY 18, 2025
Including collectibles in estate planning to avoid family disputes. Things such as valuation, insurance, storage, and the succession plan. How advisors can help clients properly value, insure, and document their collections The tax implications of buying, selling, and trading collectibles.
The Latest In Financial #AdvisorTech (August 2024)
Nerd's Eye View
AUGUST 5, 2024
From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Envestnet has announced that it is being acquired and taken private in a $4.5
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Selling a Business? Brokers Share Tips on How to Maximize the Sale Price
Darrow Wealth Management
AUGUST 28, 2023
Make your business more sellable later by getting advice now Business brokers often recommend getting a valuation done years before expecting to sell the company. On the personal side, your financial advisor , estate planning attorney, and CPA/tax advisor should be involved throughout the process.
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Financial Planning for a Divorce
Darrow Wealth Management
MARCH 31, 2023
You’ll also want to consider engaging a financial advisor, tax advisor, and estate planning attorney too. ” Even if all sides agree on the shares to include in the marital assets, valuation can be a challenge if the company is private. Get a new estate plan. This is a really important step.
September 2016 Insights on Markets and Investments
Brown Advisory
SEPTEMBER 11, 2016
By Adi Padva, Equity Research Analyst ⚑ Equities Private Credit Outshines Many High-Valuation Stocks, Bonds Private credit occupies a sweet spot on the investment landscape, offering earlier distributions than private equity and higher yields than most publicly traded securities.
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September 2016 Insights on Markets and Investments
Brown Advisory
SEPTEMBER 11, 2016
Equities Private Credit Outshines Many High-Valuation Stocks, Bonds. Alternative Investments Proposed Tax Law Changes Prompt Estate Planning Review. Multi-generational planning, while best executed in prudent steps over long periods, sometimes requires a review because of changes in regulation or financial markets.
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Strategic Planning in Volatile Markets
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. GIFT AND ESTATE TAX PLANNING Outright Gifting. CHARITABLE PLANNING Charitable Giving.
Strategic Planning in Volatile Markets
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. GIFT AND ESTATE TAX PLANNING. CHARITABLE PLANNING. tax code that are not permanent.
Anchoring Expectations
Brown Advisory
DECEMBER 2, 2015
It also encompasses intended lifestyle, charitable giving, retirement and estate planning, and liabilities, including anticipated costs for health care. During times of market volatility, such long-term planning enables clients to shake off an impulse to sell. Ensuring Legacies Last. By Joe Ferlise, Strategic Advisor.
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Long-Term Planning for Founders & Builders: A “Phase-Gate” Process
Brown Advisory
MARCH 1, 2019
Tax and estate planning considerations are important during this stage; for example, we work with many clients to create trusts to hold business interests in a manner that will serve them well down the road. We also work with clients on best practices to support an eventual exit valuation of the enterprise. Post-Liquidity.
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Long-Term Planning for Founders & Builders: A “Phase-Gate” Process
Brown Advisory
MARCH 1, 2019
Tax and estate planning considerations are important during this stage; for example, we work with many clients to create trusts to hold business interests in a manner that will serve them well down the road. We also work with clients on best practices to support an eventual exit valuation of the enterprise. Post-Liquidity.
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Building Your Ideal Business Succession Plan
Carson Wealth
JULY 26, 2023
Tax planning: This aspect must go hand in hand with your desired compensation, as the impact the sale has on your taxes may point you toward extending your payout, rather than taking a lump sum. Estate planning: The family impact of your succession plan is greater than most business owners appreciate.
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Dream or Opportunity?
Brown Advisory
SEPTEMBER 3, 2015
Still, we believe that attractive opportunities for fundamental, bottom-up investing endure in China S and Asia’s other emerging markets, where valuations are more attractive than for equities in the developed world like the U.S. Such protection can be a cornerstone for sound estate planning. Long-Term Winners.
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2019 Year-End Planning Letter
Brown Advisory
NOVEMBER 1, 2019
Market conditions may be volatile, but our planning efforts are, as always, focused on stability and consistency. You can find our annual planning checklist at the end of this article. It is important to evaluate near- and long- term planning options annually—each year can bring different opportunities.
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Accountant vs. Financial Advisor: What Are Your Goals & Who Will Help You Get There?
Zoe Financial
FEBRUARY 21, 2023
Let’s review both of these in more depth: Financial Advisor A financial advisor helps you plan for your financial future by advising clients on investments, retirement planning, estate planning, insurance policies, tax strategies, and more. To acquire the CPA license, you need to meet specific requirements.
An Insight into Investment Advisor Courses and Training Programs
International College of Financial Planning
NOVEMBER 10, 2021
In this course program, you’d be trained in concepts such as capital budgeting, risk management, and option valuation to name a few. Retirement Planning Course – Retirement planning is gaining huge popularity among Indians. As the saying goes CFPs don’t have to hunt for jobs as jobs hunt for them.
Rude Awakening
Brown Advisory
SEPTEMBER 3, 2015
Among our holdings in sectors backed by clear flows of revenues, we maintain an overweight in health care and transportation and remain focused on credit stability, valuations and opportunities for price gains. Such protection can be a cornerstone for sound estate planning.
Off the Beaten Trail
Brown Advisory
DECEMBER 2, 2015
In 2015, though, three trends began to weigh on stock prices: equity valuations rose above their historical average, record central-bank stimulus failed to fuel faster growth, and corporations, having already wrung out significant inefficiencies, made fewer gains in streamlining and improving profit margins, especially in the U.S.
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2017 Year-End Planning Letter
Brown Advisory
DECEMBER 4, 2017
The outcome of the tax reform debate is likely to impact how we advise clients on tax planning, estate planning and a host of other topics. With the rise in asset valuation in recent years, we encourage clients to review asset protection plans. Since last year’s U.S.
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Strategic Advisory Letter | 2015 Year-End Planning Checklist
Brown Advisory
NOVEMBER 12, 2015
Recharacterization: But what if you converted a traditional IRA to a Roth at a time when the assets were at peak valuation, and the value of the assets have since declined? We encourage you to speak with your team at Brown Advisory, who can help tailor your portfolio and your estate planning strategies to your particular circumstances. .
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What is a Stepped Up Basis? Cost Basis of Inherited Stock and Other Assets
Darrow Wealth Management
JANUARY 16, 2025
Similarly, interests in a closely-held business will also need a professional valuation. At a high level, if the asset is part of the decedent’s estate it’s typically eligible for a step-up. This can get very tricky so it’s important to work with the estate planning attorney settling the estate.
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3 Celebrity Estate Planning Slipups Clients Can Learn From
eMoney Advisor
NOVEMBER 10, 2022
That occasion marked an agreement with the IRS on a $156 million value on Prince’s real estate and recordings for the artist who died in April 2016—without a will. What can we learn from celebrity estate planning disasters like this? Such cautionary tales prove the value of proper planning. It turns out, plenty.
Demystifying Deathbed Taxes: Essential Strategies for Effective Estate Planning
Ballast Advisors
SEPTEMBER 5, 2024
Navigating the complexities of estate planning can often feel like charting through uncharted waters, especially when it comes to handling assets, taxes, and ensuring one’s legacy is preserved according to their wishes. Techniques such as swapping assets with a higher basis out of the estate can help achieve this objective effectively.
Proposed Tax Law Changes Prompt Estate Planning Review
Brown Advisory
SEPTEMBER 12, 2016
Proposed Tax Law Changes Prompt Estate Planning Review achen Mon, 09/12/2016 - 06:00 A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate.
Proposed Tax Law Changes Prompt Estate Planning Review
Brown Advisory
SEPTEMBER 12, 2016
Proposed Tax Law Changes Prompt Estate Planning Review. A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. Adopting a program of planning early, and monitoring that program, often brings the best results.
What to Do When a Parent Dies and You’re the Executor
Darrow Wealth Management
MAY 6, 2024
Checklist for executors of their parent’s estate Get organized Where are the original estate planning documents located? Who is the attorney who drafted the estate plan? Inform them of your parents passing and discuss options for support in settling the estate.
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Alternative Investments Explained: What Are They, And How Are They Taxed?
Harness Wealth
FEBRUARY 4, 2025
Risks: Illiquidity, subjective valuation, authenticity risks, fraud risks, market demand fluctuations, and high transaction costs. Their valuations can be uncertain since they are not traded on public markets. Additionally, complex tax implications and potential estate planning challenges should be considered before investing.
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Transcript: Jonathan Clements
The Big Picture
JANUARY 21, 2025
And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. And I, I found it to be an absolutely fascinating conversation.
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What to do After the Death of a Spouse
Darrow Wealth Management
APRIL 25, 2023
In addition to making funeral arrangements and notifying family and friends, another priority is alerting your estate planning attorney and financial advisor. Asset Titling, Beneficiary Elections, and Probate The estate planning attorney is going to be critical here. But not everything needs to get done today.
This Present is Accounted For: An Overview of Low-Basis Gifting Strategies
Brown Advisory
NOVEMBER 1, 2023
There is a fundamental tradeoff between managing one’s estate tax burden and the capital gains tax burden that heirs may face; ultimately, both of these tax mechanisms combine to determine the efficiency of your estate plan. There are other ways to generate valuation discounts through indirect gifting strategies.
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Deciding What To Do When You Inherit A House
Darrow Wealth Management
OCTOBER 23, 2023
This stepped-up cost basis is usually the market value of the property on the date of death, though the estate may elect an alternate valuation date (six months after death). Estate plans are about distributions, not sentiments.
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What to Do When a Parent Dies and You’re the Executor
Darrow Wealth Management
MAY 6, 2024
Checklist for executors of their parent’s estate Get organized Where are the original estate planning documents located? Who is the attorney who drafted the estate plan? Inform them of your parents passing and discuss options for support in settling the estate.
Family Wealth Transfer Options
Brown Advisory
OCTOBER 16, 2017
There are other ways to generate valuation discounts through indirect gifting strategies. So, while it is generally better to gift higher-basis assets and to pass lower-basis assets through inheritance, there are also some clear exceptions where it may make sense to consider lifetime gifts, even when the gifted assets are highly appreciated.
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Family Wealth Transfer Options
Brown Advisory
OCTOBER 16, 2017
There are other ways to generate valuation discounts through indirect gifting strategies. So, while it is generally better to gift higher-basis assets and to pass lower-basis assets through inheritance, there are also some clear exceptions where it may make sense to consider lifetime gifts, even when the gifted assets are highly appreciated.
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A Year-End Wealth Planning Guide
James Hendries
OCTOBER 28, 2022
As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. As you plan for who pays taxes when your assets pass to your heirs, work with your financial and tax professionals to determine which tax-advantaged strategies are appropriate for your situation.
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Midyear Planning Tools for 2016
Brown Advisory
JUNE 16, 2016
The rules for annual exclusion gifts let you gift up to $14,000 each year to an unlimited number of beneficiaries without gift tax liability and without chipping away at your estate tax exemption. These gifts should therefore be a cornerstone of your estate plan if your estate exceeds the applicable estate tax exemption (currently $5.45
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2023 Year-End Planning Letter: Reflections and Perspectives
Brown Advisory
DECEMBER 1, 2023
CHANGING MARKET CONDITIONS: This year, clients will have an opportunity to revisit existing plans that were developed during a long era of low interest rates, negligible inflation and lofty asset valuations. What does this “great wealth transfer” mean for our clients and their descendants?
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Newly-Released House Tax Bill Contains Income, Estate Tax Changes
Brown Advisory
SEPTEMBER 17, 2021
Existing grantor trusts would still be out of the grantor’s estate and distributions from existing trusts would not be gifts. The elimination of certain valuation discounts frequently used in connection with estate planning transactions. Corporate Income Tax. An increase of the top corporate tax rate from 21% to 26.5%.
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Transcript: Lisa Shalett, CIO Morgan Stanley
The Big Picture
APRIL 8, 2025
And then the next step up seems to be full on wealth management, where you’re dealing with philanthropy, generational wealth transfer, a lot of bells and whistles including estate planning tax. But we think that that valuations are there. You guys offer the full suite of services. 00:26:17 [Speaker Changed] Absolutely.
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