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December 11, 2017 | Tax Planning
The uncertainty surrounding potential tax law changes has dominated headlines in the past few weeks. While the tax landscape for 2018 is still up in the air, we know what the laws are for 2017.
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All AudiencesNovember 20, 2017 | Tax Planning
As we near Thanksgiving and the end of November, one of President Trump’s deadlines for a possible tax reform bill is fast approaching. The House of Representatives and the Senate recently unveiled separate tax bills, with the House bill passing on the 16th of November and the Senate bill …
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All AudiencesFebruary 01, 2017 | Tax Planning
Donors are driven by a variety of motivations when it comes to their charitable giving. Broadly speaking, we view these motivations as either having an emotional appeal (e.g., connections to people or groups, stories, feelings) or a financial appeal (e.g., tax savings, estate planning, personal …
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Non-ProfitsDecember 05, 2016 | Tax Planning
If you haven’t already started to think about what you need to do for year-end tax planning, time is running out. There are a number of things to consider for year-end planning for those who are still working, for those who are retired, and tips in general to help you prepare for year-end tax …
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IndividualsNovember 21, 2016 | Tax Planning
President-elect Donald Trump's victory, along with Republicans maintaining majorities in Congress, has taken many by surprise. While some segments of the broad U.S. stock market reacted favorably to the election results (e.g., Financials and Industrials), other segments did not (e.g., Utilities …
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IndividualsOctober 19, 2016 | Tax Planning
Manning & Napier's Family Wealth Management group discusses the upcoming presidential election, how it will affect your taxes, and how should you plan for different outcomes.
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All AudiencesMay 13, 2016 | Tax Planning
Dana Vosburgh, the Director of Family Wealth Management, discusses various types of taxes investors should be aware of and which investments may be subject to these taxes.
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IndividualsDecember 14, 2015 | Tax Planning
New York State (NYS) income taxes are among the highest in the country. Furthermore, while NYS estate tax policy has become “friendlier” over the last couple of years, several states have done away with estate taxes completely. As a result, many NYS residents, especially those “snow birds” who …
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IndividualsNovember 13, 2015 | Tax Planning
As the end of the calendar year approaches, many investors with taxable investment accounts that have realized capital gains during the year consider selling their stocks and/or bonds that are currently at a loss, to offset the gains and reduce the tax consequences. Typically, an investor will …
September 01, 2015 | Tax Planning
Dana Vosburgh, the Director of Family Wealth Management, addresses how we manage money to reach investment goals while also remaining conscious of tax implications.
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