Wealth Themes November 2022
This edition of Supporting Your Client Communications features articles that focus on various tax planning strategies and opportunities to reduce your 2022 tax bill, as the year-end approaches. Articles include:
2022 Year-End Tax Planning Tips
Consider Tax-Loss Selling in Your Year-End Planning
Understanding Capital Losses
Donating Appreciated Securities
To read more, click here.
Families that have multi-generational intentions are often seeking information on how to create a legacy for their wealth. They also have questions about how to get started with preparing and educating heirs for this purpose. Each family situation is different, and there are best practices and specific family and enterprise considerations that will guide the path forward. The uniqueness of each situation can include regional and cultural differences around the globe. Family enterprises occur when all assets, such as business(es), financial assets, philanthropy, and family are interconnected together through ownership and engagement. Read more here.