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Endowments & Foundations » Tax Reform’s Impact on Non-Profits, Endowments, and Foundations
January 26, 2018 | Tax Planning
The uncertainty surrounding tax reform in 2017 left many non-profits trying to gauge the impact it would have on charitable giving. With The Tax Cuts and Job Acts passed in late 2017, there is now more clarity on how non-profits, endowments, and foundations will need to adjust fundraising …
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Endowments & FoundationsFinancial Planning » Year-End Tax Planning Tips
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 AudiencesFinancial Planning » Tax Reform and What Comes Next
November 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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Endowments & Foundations » How Trump’s Tax Proposals May Impact Non-Profits
February 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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Endowments & FoundationsLibrary » Contribution Limits, Tax Rates, and More for 2017
January 26, 2017 | Tax Planning
Every year the IRS announces numerous changes to contribution limits and tax rates that are important to know for investing and tax planning purposes. Similar to 2016, the changes for 2017 are modest, with many figures remaining the same. Changes are typically dictated by cost-of-living …
Financial Planning » 12 Tips for Year-End Tax Planning
December 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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Individuals
Financial Planning » Tax Planning for the Trump Era
November 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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IndividualsFinancial Planning » Presidential Politics and Your Planning
October 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 AudiencesFinancial Planning » Balancing Risk and Taxes
May 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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IndividualsFinancial Planning » Contribution Limits, Tax Rates, and More for 2016
January 14, 2016 | Tax Planning
Every year the IRS announces numerous changes to contribution limits and tax rates that are important to know for investing and tax planning purposes. In many cases, the information can be difficult to locate or confusing to break down. With this in mind, we have created a reference guide …
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Individuals