Trusts & Estates
Can Early Tax Harvesting Reap Greater Gains?
by Greg Singer, Director of Research, Wealth Management Group and Vincent Childers, Research Analyst, Wealth Management Group
Bernstein Wealth Management Research Reports
Capital gains taxes are scheduled to rise from 15% to 20% in 2011, but many think that the increase could be greater and could come two years sooner, when the next president takes office and a new Congress convenes. Should a prospective change in tax policy influence your investment strategy?
Learn more about tax policy considerations in investment decisions by downloading this document.
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2021 Tax Cheat Sheets for Clients and Prospects
Download our free tax filing cheat sheets to give to your clients and prospects.Learn More
gifIrrevocable Trust Gifting Trust Sample
Download our Irrevocable Trust Gifting Trust Sample and see how Wealth Docx(R) makes drafting gift trusts simple.Learn More
Tax Reform is Here: What You Need to Know to Advise Your Clients
The 2017 tax reform package is the most significant change to tax law in a generation. Find out what it means for estate planning and business clients in this in-depth thought paper.Learn More