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62 results from “New Tax Plan”

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Close up of a Bill
Close up of a Bill
Close up of a Bill
INSIGHT
Debt Ceiling Brinkmanship

Last month’s barrage of headlines around COVID and Afghanistan obscured the late-summer news of a different battle brewing in Washington: a sta…

SEP 20, 2021 BRANDON HUDDLESTON
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INSIGHT
Tax law changes are coming soon

The proposed Build Back America Act, a $1.85 trillion social-policy and climate framework, is working its way through Congress. This is sometimes ref…

NOV 02, 2021
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INSIGHT
A guide to choosing a financial advisor

A Guide to choosing a financial advisor Selecting the right financial advisor for your specific situation and goals may feel like a daunting task …

NOV 02, 2021
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…

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…

Pratik Patel
Executive
Pratik Patel
Managing Director and Head of Family Wealth Strategies
BMO Family Office

Pratik Patel is a Managing Director and Head of the Family Wealth Strategies team with BMO Family Office, an integrated wealth management provider that serves ultra-affluent indiv…