Strategic Advisory – a thinking partnership

Making sense of complexity

For many of our clients, the greatest challenges they face do not fit neatly into boxes. The inter-play of personal taxes – sometimes in more than one country – their business interests and investments, philanthropic intentions, and the education and succession of the next generation creates complexity and contradictions that can seem at times impossible to untangle.

Strategic Advisory – a thinking partnership

Making sense of complexity

For many of our clients, the greatest challenges they face do not fit neatly into boxes. The inter-play of personal taxes – sometimes in more than one country – their business interests and investments, philanthropic intentions, and the education and succession of the next generation creates complexity and contradictions that can seem at times impossible to untangle.

2018 Year-End Planning Letter

Each year, we send a letter to clients to help guide our year-end planning discussions with them and to offer ideas for them to consider with their other advisors. Our goal in year-end discussions is to ensure that client plans are updated as needed, based on changing external conditions as well as the client’s circumstances, so that we stay on track to deliver the long-term outcomes that each client seeks.

This year, two substantive factors—the 2017 tax overhaul and rising interest rates—will be important considerations in our year-end planning work.

2018 Year-End Planning Letter

Each year, we send a letter to clients to help guide our year-end planning discussions with them and to offer ideas for them to consider with their other advisors. Our goal in year-end discussions is to ensure that client plans are updated as needed, based on changing external conditions as well as the client’s circumstances, so that we stay on track to deliver the long-term outcomes that each client seeks.

This year, two substantive factors—the 2017 tax overhaul and rising interest rates—will be important considerations in our year-end planning work.

The QSBS Tax Exemption: A Valuable Benefit for Startup Founders and Builders

The Qualified Small Business Stock (QSBS) tax exemption may allow you to avoid 100% of the capital gains taxes incurred when you sell a stake in a startup or small business. Here we discuss how you can apply this exemption and what you need to do to qualify.

If you own a stake (or plan to invest) in a startup or small business, you need to know about an important tax planning tool available to you. If you qualify, you may be able to avoid federal taxes on any and all capital gains you realize when you exit.

529 Plans And The New Tax Code

You Can Now Use 529s for K-12 Costs—But Should You?

The cost of college is growing at an astronomical rate, and Section 529 plans have long helped individuals and families grow assets earmarked for education in a tax-efficient manner.

The 2018 tax overhaul expanded the reach of 529 plans beyond college. As of this year, Federal law lets you distribute up to $10,000 each year from your 529 plan to fund primary (K-12) education tuition. But should you? Here are a few wrinkles to consider.

The Other 95%

The traditional goal for a nonprofit’s investment portfolio was to earn a 5% return or so that could be used to fund the nonprofit’s programs. Today, we help nonprofits make an impact with the other 95% of their portfolio.

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