2022 Year-End Wealth Planning Review
Evercore Wealth Management, LLC and Evercore Trust Company, N.A. professionals assemble an extensive annual guide, to highlight potential opportunities and strategies ahead of our end-of-year planning discussions with our clients.
While the major tax proposals that would have impacted high net worth individuals, trusts and estates were not included in the final Inflation Reduction Act, there are still some updates to current federal tax law that may be worth considering in the context of overall wealth planning goals. These include changes to required minimum distributions, qualified charitable distributions, and gift, estate, and generation-skipping tax exemptions.
Please contact firstname.lastname@example.org if you would like to learn more about our 2022 Year-End Wealth Planning Review.
IRS Circular 230 Disclosure:
Pursuant to IRS Regulations, we inform you that any U.S. Federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for (i) the purpose of avoiding IRS imposed penalties or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. This information is provided for information purposes only and does not constitute financial, investment, tax or legal advice.
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