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56 results from “New Tax Plan”

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Exploring charitable giving and beyond

Whether the goal is to improve a local community or support a more far-reaching cause, charitable giving is an important goal for many investors. Wit…

AUG 23, 2022
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wealth planning update
Should you change your state of domicile?

Traveling to warmer climates for the winter is a tradition for many families, as is taking advantage of southern states with lower, or no, income tax…

SEP 16, 2022
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Webcast Summary: 2022 U.S. mid-term elections: Possible outcomes and impact

Record inflation, rising interest rates, domestic policy disputes, the war in Ukraine (and the European Union’s subsequent embargo on Russian o…

SEP 15, 2022 YUNG-YU MA, PH.D.
ON THE SITE
New Tax Plan

ON THE SITE
BMO Delaware Trust

The whole is greater than the sum of its parts. Whether you’re looking to create a new trust or modify and move an existing one, it’s the collective possibilities of Delaware trust law that make it an attractive …

ON THE SITE
Charitable Giving

Charitable giving You might remember the tax deduction, or having your name displayed on a wall. But you’ll never forget the feeling that comes with making a lasting impact. That’s charitable giving. You get back as much as you …

Jim Cody
Thought Leader
Jim Cody
Managing Director
BMO Family Office

Jim joined the organization in 2000 and has more than 25 years of professional experience. Jim is responsible for the enterprise-wide delivery of comprehensive family office solutions to individuals and families of substantial wealth. Jim specialize…

lynne-dorsey
Thought Leader
Lynne Dorsey
Director, Investment Advisory Services
BMO Family Office

Lynne Dorsey is a Director of Investment Advisory Services with BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk…

meeta-yadava
Executive
Meeta Yadava
Managing Director
BMO Family Office

Meeta Yadava is a Managing Director at BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their…