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So far brownwealthmgt has created 46 blog entries.

The Structure Matters: Choosing the Right One for Your Business

By |2022-10-10T07:02:53-08:00October 14th, 2022|Wealth Management Resources|

Time to Read: 8 Minutes The choice of a corporate structure for a business has many consequences: a crucial impact on the business’s taxes, your ability to raise funds, the paperwork you must file, and perhaps most important, your personal liability. Fortunately, you can change your mind and convert to another business structure later

How to Reduce Taxes on Required Minimum Distributions – Part 6 of Tax Saving Strategies for High Earners

By |2022-09-01T08:13:08-08:00September 23rd, 2022|Wealth Management Resources|

Time to Read: 7 Minutes Many high earners want to know what strategies they can implement to help reduce the tax burden caused from large, unwanted required minimum distributions (RMDs) in retirement. In Part 6 of a 7-part series, “Tax Saving Strategies for High Earners,” we break down what you need to know about

Net Unrealized Appreciation – When to Avoid and When to Use this Overhyped Tax Technique

By |2022-08-29T12:29:52-08:00September 7th, 2022|Wealth Management Resources|

Time to Read: 7 Minutes A little-known tax rule for people who own their employer stock in their 401(k) is Net Unrealized Appreciation (NUA).  Electing NUA is often promoted by retirement planners as a smart tax savings strategy.  Here in San Diego, we’ve helped clients from companies with highly appreciated stock, such as SAIC,

Buy-Sell agreements: Ensuring Smooth Business Transitions

By |2022-07-05T09:04:55-08:00August 19th, 2022|Wealth Management Resources|

Time to Read: 5 Minutes Building a business is all about the day-to-day decisions. But what happens to the business if the primary decision-maker isn’t there? Creating a continuity plan that outlines transition planning should be part of the foundational documents of a business at any stage. Valuing the business, codifying the steps that

An Upside of Inflation? Retirement Savings Limits Are Increasing Too

By |2022-05-18T11:11:25-08:00February 18th, 2022|Wealth Management Resources|

Time to Read: 4 Minutes While IRA contribution limits remain unchanged for 2022, the IRS has increased the contribution limits for many retirement savings plans. For 2022, 401(k)s, 403(b)s, most 457 plans, and the Thrift Savings Plan for government employees and the armed services will see an increase to $20,500, from $19,500. The catch-up

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