Active Tax Management by Lincoln Fleming April 5, 2022
After the challenging planning environment of 2021, wealth advisors might do well to regroup with clients to ensure that decisions made under the constraints that prevailed late in the year are best positioned for implementation. Across today’s dynamic tax, political, and economic landscapes...
Tax Regime Change by Lincoln Fleming November 9, 2021
President Biden recently announced a framework agreement with congressional majority leadership on the Build Back Better legislation. The framework includes a significant number of changes when compared to prior tax proposals...
Tax Regime Change by Lincoln Fleming October 29, 2021
A number of tax proposals have been released this year to raise taxes on ultra-high-net-worth (UHNW) individuals. While some may be tempted to react to every proposed change, the reality is that whether any proposals will be enacted...
Tax Regime Change by Lincoln Fleming August 26, 2021
Although there is still a lack of clarity on what capital gains tax changes may be passed, when they will be passed, or when they will become effective, in this blog post, we provide relevant updates and share steps advisors can take now to help clients prepare for potential changes...
Tax Regime Change by Lincoln Fleming July 7, 2021
The recent Treasury “Green Book” provides additional details to the Biden administration’s capital gains proposals and has important implications for loss-harvesting strategies...
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