- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Taxes
- Trends & Strategies
7 Takeaways from the Tax Bill Proposal
Advice for taxpayers amid potentially evolving policy.
- Tax News You Can Use
You Can’t Take It (All) With You: The U.S. Exit Tax
The exit tax may apply to U.S. taxpayers who relocate.
- Tax News You Can Use
Inherited IRAs and the IRD Deduction
Consider the rules for deductions of estate taxes paid.
- Markets
Six Wealth Planning Strategies for Volatile Markets
Six Wealth Planning Strategies for Volatile Markets
- Tax News You Can Use
Gone with the wind: Deducting Casualty Losses
Learn how to get tax relief for personal casualty losses.
- Tax News You Can Use
Tax-Loss Harvesting: A Silver Lining Tactic
Learn how tax-loss harvesting can reduce your tax bill.
- Tax News You Can Use
The Tax Benefits of Charitable Contributions of Artwork
Understand criteria used to determine charitable deductions.
- Tax News You Can Use
Focus on Washington: How Does Tax Law Get Made?
Learn how taxation and spending are managed by Congress.
- Tax News You Can Use
Is Now the Time to Convert Your Retirement Account to a Roth?
Learn about which situations favor a Roth conversion.
- Tax News You Can Use
Update to Corporate Transparency Act BOI Reporting Rules
Learn about revisions to the CTA BOI reporting requirements.
- Tax News You Can Use
Tax Issues that May Arise in Divorce and Separation
Consider significant tax issues that may arise in divorce.
- The Art of Collecting
Plan for the Future of Your Art Collection
Understand the financial implications of transferring your collection to family or charity.
- Tax News You Can Use
New Rules for Spouses Electing to Split Gifts
Understand the new rules for making split gift elections.
- Tax News You Can Use
529 Plans and the Case for Saving for College Early
Learn how 529 plans can be a great tool for college savings.
- Trends & Strategies
The Power of Early: The Annual Gift Tax Exclusion
Maximize the benefits of the annual gift tax exclusion.
- Tax News You Can Use
LPs, LLCs, Ltds and Incs: Tax Consequences of Entity Choice
Discover the tax implications of various entity types.
- Tax News You Can Use
Decedent’s Children as Retirement Account Beneficiaries
Learn how to structure optimal beneficiary designations.
- Tax News You Can Use
Ring Out the Old Year: 2024 Year-End Tax Planning
Review last minute tax planning strategies for 2024.
- Tax News You Can Use
Gift Planning Flexibility with SLATs SPATs and DAPTs
Build versatility into your estate planning today.
- Trends & Strategies
2025 Business Owner Benchmark
Find out what strategies business owners are pursuing for 2025.
- Tax News You Can Use
SEP and SIMPLE Retirement Plans for Small Employers
Explore plan options that offer choice and flexibility.
- Tax News You Can Use
Options for a Spouse as Beneficiary of a Retirement Account
Learn about the options available to spousal beneficiaries.
- Tax News You Can Use
Managing Liquidity with Split-Dollar Life Insurance
Discover the benefits of split-dollar arrangements.
- Tax News You Can Use
IRS Grants Extensions of Time for Taxpayers in Declared Disaster Areas
Review for a list of impacted states.
- Election 2024
What Do We Know About Vice President Harris’ Tax Proposals?
Harris’ past policy positions may inform current proposals.
- Tax News You Can Use
What Do We Know About Vice President Harris’ Tax Proposals?
Harris’ past policy positions may inform current proposals.
- Tax News You Can Use
§6166 Deferral and Other Tools for the Illiquid Estate
Learn ways to reduce the liquidity burden from estate taxes.
- Tax News You Can Use
New RMD rules issued by the IRS
We now have certainty on RMDs for inherited accounts.
- For Advisors
Trust Income Tax and the Mysterious DNI Deduction
Insights into complex issues surrounding the taxation of trusts.
- For Advisors
Mega-Backdoor Roth Conversions: Supercharge Retirement
Maximize your client’s savings with these considerations.
- For Advisors
The Expiring Exemption: Is Chicken Little Right?
What could the expiring exemption really mean for taxpayers?
- Trends & Strategies
How to Reduce Your Audit Risks
Best practices for reducing the likelihood of audit, and how to be prepared in the event of one.
- Money Masterclass
The Entrepreneur's Trust
Will your wealth plan encourage your children’s entrepreneurial spirit or foster complacency?
- Trends & Strategies
Preparing for Potential State Wealth Taxes
Understand wealth planning strategies to prepare for potential new state taxes on wealth.
- Money Masterclass
Funding Education: Know Your Options
Explore your options for funding education.
- 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.
- Trends & Strategies
Year-End Planning: Challenging Assumptions
Experts share strategies to prepare for the new year.
- Trends & Strategies
Preparing for IPO-Generated Wealth:Your Questions Answered
Learn how your company’s IPO may affect your financial plan.
- For Advisors
2021 Wealth Planning Symposium: Advisor Benchmarking Report
Professional advisors share insights on key themes transforming the wealth planning landscape.
- Trends & Strategies
Interstate Relocation Checklist
Follow these steps to navigate the financial aspects of your move.
- For Advisors
Today's Top Tax and Estate Planning Techniques
Practical advice to give clients the confidence to take action amid an uncertain future.
- Money Masterclass
Divorce & Real Estate: Avoiding a Tax Surprise
Align assets and goals with expert analysis.
- Money Masterclass
Spending in Retirement: Planning for Withdrawals
Learn how to balance optimal asset allocation with your withdrawal needs.
- Trends & Strategies
Understanding the QSBS Tax Exemption
An under-utilized opportunity offers big tax savings.
- 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.
- Money Masterclass
A Stress Test For Your Estate Plan
Are there surprises lurking in your plan?
- Money Masterclass
Transitioning from Business Owner to Wealth Owner
Will you be able to meet your post-sale cash flow needs?
- Money Masterclass
Family Business: The Keep or Sell Decision
Decide whether to keep or sell your family business.
PARTNER WITH US
Northern Trust works with high-net-worth individuals and families to optimize the impact of their wealth and legacy. Request a meeting to discuss how we can work together.
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.