Active Tax Management by Lincoln Fleming November 3, 2022
For many people, the end of the year is a season for giving, a time to focus less on ourselves and more on our communities and the causes that are important to us. Many of us also find ourselves looking for ways to save on taxes at year-end...
Tax Regime Change by Lincoln Fleming September 6, 2022
Ben Franklin once stated that “nothing is certain except death and taxes.” Clearly, he had never experienced a political environment like what we faced in 2021 and 2022—the revolving door of tax proposals meant there was very little certainty about taxes...
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...
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