2015 Annual Wealth Guide

What you need for long-term tax and wealth planning

​This year, in the 27th edition of the Annual Wealth Guide, we take a hard right turn to reflect today’s reality of a more stable planning outlook. Whereas the past few years we’ve focused on planning in the midst of uncertainty, the debate has died down on many fronts. Managing wealth isn’t about anticipating the next political skirmish anymore; it’s about careful multi-year planning and keeping informed of any changes on both the federal and state levels.

What you’ll find in this year’s guide

Download the 2015 annual wealth guide

What you need to know to make decisions for the future.

The Annual Wealth Guide addresses today’s environment to help you make decisions for your long-term tax and wealth planning needs in this more stable landscape. The new guide discusses:

  • The current environment – the current status of debates in Congress, tax reform proposals, and a look ahead at 2015
  • Income tax: Focusing on the details– analyzing income and deduction recognition; and considerations for implementing a long-term commitment to thoughtful tax planning specific to your situation
  • Wealth transfer tax: Thinking ahead with some predictability – addressing planning now that we have more certainty of the wealth transfer landscape and exclusions

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Income tax tips for wealth planning infographic

Overview of tax rates for individuals from 2013-2014 infographic

Key wealth transfer facts by the numbers infographic

Current tax reform proposals infographic


Julia Cloud

Julia Cloud

Partner, Service Line Leader | Private Wealth

Julia leads the Private Wealth sector of the Inves...More

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