Make the Most of Tax Reform

Wilmington Trust |
Tax Reform

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.


Global Positioning Systems: Recalculating …

Tony Roth |
Investment Management

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.


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

Clement K. Miller |
Wilmington Wire

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.