Tax and Estate Planning


A Malarkey-Free Analysis of the Impact of the Biden Tax Plan on Equity Investors
The combined effect of Biden’s tax proposals could alter behavior of the tax-aware investor. In examining the major tax provisions proposed under a Biden administration, the impact on equity
2020 Year-End Year-Round Tax Planning Guide
Year-end tax planning is always challenging, but the coronavirus pandemic has added a whole new layer of complexity to the equation for individuals, families, and businesses across the nation. The
Three Ways to Maximize Tax Benefits Through Charitable Giving
The process of finding a charity and donating money seems simple. However, just like portfolio asset allocation, slightly different approaches can yield dramatically different results in your
How Family Offices Are Coping in a Dramatic 2020
A combination of health, economic, and financial challenges has created a higher level of uncertainty than ever before—worse even than the 2008 global downturn. However, COVID-19 has created a
Executive Year-End Tax Planning: Your Questions Answered
Northern Trust
Year-end planning presents abundant opportunity to consider and optimize tax strategies. For the executives who have faced tremendous demand to lead companies through dynamic shifts during a year of
10 Tax-Savvy Steps to Consider Taking Before New Year's Eve
Wilmington Trust
It's best not to wait until the last minute to take steps that can preserve or enhance your assets. Before the New Year arrives, consider the 10 tax-savvy tips that can benefit and protect your
Maintaining Control & Flexibility with Trusts in Uncertain Times: Key Considerations for Year-end Planning
With elections around the corner and the year-end quickly approaching, this webinar provides an essential review of key trust provisions and powers to deal with political, economic, tax and family
2020 Election Preview: Family Offices
As the nation continues to battle the devastating effects of COVID-19, a number of family offices have taken a greater interest in reviewing or creating various wealth succession plans, with tax and
Unique Tax Planning Opportunities During Uncertain Economic Times
Greensfelder, Hemker & Gale
While strong economic times may make the idea of the need for tax-efficient wealth transfers obvious, uncertain economic circumstances can present opportunities to not only re-evaluate existing
If Tax Rates Rise Under Biden, Should Investors Realize Gains Now?
As the clock winds down on the U.S. election, many investors are interested in how a Biden administration would impact their taxes—particularly whether it’s more beneficial to realize