Make the Most of Tax Reform

Wilmington Trust |
Tax Reform
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Three themes to help maximize your wealth planning potential.Estate tax planning: Take advantage of the higher estate, gift, and generation-skipping transfer (GST) tax exemption—which was nearly doubled under the new tax law.Income tax planning: Take advantage of other state jurisdictions to reduce or mitigate your current (or future) state and local income taxation.Charitable planning: Take advantage of the “last deduction standing” for charitable planning.

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Global Positioning Systems: Recalculating …

Tony Roth |
Investment Management
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Our 2018 forecast for markets, economies, and portfolios.

The U.S. economy — late-cycle emergence
Inflation and growth — global-U.S. divergence
Valuations, yields, and volatility — alternative resurgence

Signs points to the U.S. economy being near or in a late (or pre-recession) stage, yet stock market valuations are elevated and inflation is inexplicably soft. Our investment team shares its outlook for the U.S.

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Senate Version of Tax Bill Aims to Raise Tax Revenues from First-In, First-Out Share Sales

Clement K. Miller |
Wilmington Wire
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December 5, 2017— The Senate tax bill contains a provision that would force individual investors to use first-in-first-out (FIFO) tax treatment for sales of the shares of most stocks.  Markets have risen substantially in recent years, making management of taxable gains an important consideration in delivering after-tax returns to investors.

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