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Tax and Wealth Transfer Advisory Services

Wealth Magazine
Insights and advice for managing wealth.

Optimize your wealth to provide for those who matter the most

Wealth Planning That Goes Beyond Taxes

From the early stages of building wealth to transferring wealth to future generations, we help develop strategies that reflect your family’s dynamics and priorities. Our experts stay abreast of the changing tax landscape and provide timely analysis to help you take advantage of opportunities.

  • Managing tax liability
    Our tax and wealth planning experts help you build flexible, efficient, long-term plans with strategies to help manage your overall tax liability and provide analysis of new rules and regulations.
  • Addressing your specific assets
    When and what you give to your beneficiaries, and how you give it, can have a large impact on your wealth plan. Whether you are passing along your family business or your art collection, we can help you structure your plan to maximize the benefits.
  • Achieving your lifelong goals
    We use an outcomes-based approach to help you decide which opportunities will best meet your objectives, today and for generations to come.

Wealth Transfer Under the New Tax Law

Learn key considerations for wealth transfer plans and examples of what clients are doing under the new law.

 

 

Guidance For Business Owners; The Qualified Business Income Deduction Opportunity

The Tax Cuts and Jobs Act provides for a 20% qualified business income deduction for individuals, trusts and estates. Our experts discuss the proposed regulations of Internal Revenue Code Section 199A and the criteria to qualify for the deduction.

 

 

Suzanne L. Shier

Suzanne L. Shier

Wealth Planning Practice Executive & Chief Tax Strategist/ Tax Counsel
Suzanne L. Shier is the Wealth Planning Practice Executive and Chief Tax Strategist/Tax Counsel for Wealth Management at Northern Trust and serves on the Wealth Management Operating Group.
© 2019 Northern Trust Corporation. Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A. Incorporated with limited liability in the U.S.

This information is not intended to be and should not be treated as legal, investment, accounting or tax advice and is for informational purposes only. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal, accounting or tax advice from their own counsel. All information discussed herein is current only as of the date appearing in this material and is subject to change at any time without notice.