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Tax Planning In An Era of Change

Tax Alerts and Resources

The U.S. Capital building

Tax Alerts and Resources

  • The National Wealth Strategies team, part of the Chief Investment Office, presents the 2020 Tax Rate Guide. This edition contains various federal income and transfer tax rates for 2019 and 2020. State tax rates are also included for your convenience.
  • Take a look at the 2020 state wealth transfer tax exemptions and top tax rates. Where you live or own property may make a difference.
  • On December 20, 2019, new tax legislation was enacted, the Setting Every Community Up for Retirement Enhancement Act of 2019, known by its acronym “SECURE.” This new legislation, which is part of a broad appropriations bill for fiscal year 2020, makes several changes to tax laws that could have a significant effect on retirement planning.
  • Why investors should start thinking strategically about capital gains and taxes. In a new installment of our Educational Series of reports, the Chief Investment Office provides an overview of capital gains.
  • Our annual summary of the many different federal income, gift and estate tax issues that commonly arise at year end. Many of these recur year after year. For example, various tax brackets and exemption amounts have been adjusted for inflation, and these are discussed in this year's guide.
  • The tax information provided in this guide is a high-level summary of certain tax rules. The rules described below are highly complex and exceptions may apply. In using this guide, you should confirm with a tax advisor whether and how the rules noted below apply to your particular circumstances.

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