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Taxes

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Trends & Strategies

Understanding the Inflation Reduction Act

The new law's impact on Businesses and their Owners.

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Trends & Strategies

Spotlight on Carried Interest and the Inflation Reduction Act of 2022

The latest on proposed changes to carried interest, corporate minimum tax and IRS tax enforcement.

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Money Masterclass

Funding Education: Know Your Options

Explore your options for funding education.

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Trends & Strategies

Opportunity Amid Uncertainty

Wealth planning strategies for stressed markets and rising rates.

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The Art of Collecting

Valuing, Appraising and Transferring Your Art Collection

Understand the financial implications of transferring your collection to family or charity.

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Trends & Strategies

To Roth or Not to Roth?

Learn why it may be an advantageous time to convert your retirement savings to a Roth IRA.

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Trends & Strategies

Preparing for Change: Year-End Planning

Experts share strategies to prepare for the new year.

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Trends & Strategies

Preparing for IPO-Generated Wealth:Your Questions Answered

Learn how your company’s IPO may affect your financial plan.

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Trends & Strategies

Are You Making the Most of Low Interest Rates?

Revisit several aspects of your wealth plan that are sensitive to interest rates.

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For Advisors

2021 Wealth Planning Symposium: Advisor Benchmarking Report

Professional advisors share insights on key themes transforming the wealth planning landscape.

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Trends & Strategies

A Complicated Equation: State and Local Tax Proposals and the SALT Deduction

With federal, state and local tax policies all in flux, learn what is driving the debate.

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Trends & Strategies

Interstate Relocation Checklist

Follow these steps to navigate the financial aspects of your move.

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For Advisors

Today's Top Tax and Estate Planning Techniques

Practical advice to give clients the confidence to take action amid an uncertain future.

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Trends & Strategies

The Return of the Dividend Recap

Understand potential tax implications before acting.

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Money Masterclass

Divorce & Real Estate: Avoiding a Tax Surprise

Align assets and goals with expert analysis.

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Trends & Strategies

Navigating Possible Tax Policy Changes

Plan for uncertainty by incorporating flexibility to accommodate changing policy.

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Trends & Strategies

The Capital Gains Dilemma

With changes to capital gains on the horizon, consider these strategies to optimize your plan.

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Trends & Strategies

Strategies for Executives: Optimize Your Wealth Plan in 2021

Five strategies to explore in light of this year’s unique dynamics.

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Money Masterclass

Spending in Retirement: Planning for Withdrawals

Learn how to balance optimal asset allocation with your withdrawal needs.

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Trends & Strategies

The Wealth Planning Trifecta: Your Questions Answered

Revisit your wealth plan to prepare for an uncertain future.

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Trends & Strategies

Understanding the QSBS Tax Exemption

An under-utilized opportunity offers big tax savings.

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For Advisors

Serving Clients In An Evolving Fiduciary Landscape

COVID-19 has made a lasting impact on almost everything, and trust management is no exception.

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Money Masterclass

A Stress Test For Your Estate Plan

Are there surprises lurking in your plan?

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Money Masterclass

Transitioning from Business Owner to Wealth Owner

Will you able to meet your post-sale cash flow needs?

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Money Masterclass

Family Business: The Keep or Sell Decision

Decide whether to keep or sell your family business.

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Money Masterclass

5 Components of a Successful Succession Plan

Help your business thrive through a succession plan.

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Trends & Strategies

The Power of Early: The Annual Gift Tax Exclusion

Maximize the benefits of the annual gift tax exclusion.

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Money Masterclass

Cash Flow: Planning to Fund Major Purchases

Cash-flow management strategies for the C-suite.

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Money Masterclass

Executive Tax Reference Guide

Optimize tax treatment for executive compensation.

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Money Masterclass

Legacy Planning: Supporting Family and Causes

Know your options for gifting to family and charitable causes.

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Money Masterclass

How to Relocate Successfully

Consider all aspects of relocation, from health care to tax.

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Money Masterclass

Common Reasons Business Sale Transactions Fail

Avoid common pitfalls that derail the sale of a business.

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Markets

Looking Through the Triple Net Lens

Focus on the impact of expenses, taxes and inflation on gross returns.

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Trends & Strategies

The Proposed 2022 Federal Budget: Planning Opportunities for Business Owners

Newly released details can help you plan for the proposed changes.

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Trends & Strategies

Changing Tax Policy: Insights for Business Owners

Navigate your business through an uncertain tax policy future.

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Trends & Strategies

Tax Policy Resource Center

Research-based insights at the intersection of changing tax policy and managing complex wealth.

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Trends & Strategies

Changing Tax Policy: Plan, Don’t Predict

Learn our outlook for the most likely tax changes and how to prepare your plan for change.

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Trends & Strategies

The 2021 Business Owner Benchmark: Fortifying for the Future

Learn what policies and decision-making processes other business owners have put in place.

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Money Masterclass

Funding your Lifestyle and Ambitions

Our goals-based approach helps you make critical financial decisions and do more with your wealth.

OPTIMIZE YOUR WEALTH PLAN

Guided by The Northern Trust Institute’s evidence-based approach, our advisors can recommend strategies that have proven most effective for clients like you. Request a meeting to begin improving your plan.

ABOUT THE INSTITUTE

The Northern Trust Institute is a collaboration of more than 175 experts who harness insights from real-world client outcomes and equip our clients with advice that is tested, meaningful and timely.