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Taxes

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    Navigate to 2025 Business Owner Benchmark
    Trends & Strategies

    2025 Business Owner Benchmark

    Find out what strategies business owners are pursuing for 2025.

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    Navigate to Election 2024: Plan, and Prepare for All Outcomes
    Election 2024

    Election 2024: Plan, and Prepare for All Outcomes

    Scenario analysis: Planning strategies for each election result.

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    Navigate to IRS Grants Extensions of Time for Taxpayers in Declared Disaster Areas
    Tax News You Can Use

    IRS Grants Extensions of Time for Taxpayers in Declared Disaster Areas

    Review for a list of impacted states.

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    Navigate to The Entrepreneur's Trust
    Money Masterclass

    The Entrepreneur's Trust

    Will your wealth plan encourage your children’s entrepreneurial spirit or foster complacency?

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    Navigate to Preparing for Potential State Wealth Taxes
    Trends & Strategies

    Preparing for Potential State Wealth Taxes

    Understand wealth planning strategies to prepare for potential new state taxes on wealth.

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    Navigate to Funding Education: Know Your Options
    Money Masterclass

    Funding Education: Know Your Options

    Explore your options for funding education.

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    Navigate to Valuing, Appraising and Transferring Your Art Collection
    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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    Navigate to To Roth or Not to Roth?
    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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    Navigate to Year-End Planning: Challenging Assumptions
    Trends & Strategies

    Year-End Planning: Challenging Assumptions

    Experts share strategies to prepare for the new year.

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    Navigate to Preparing for IPO-Generated Wealth:Your Questions Answered
    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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    Navigate to 2021 Wealth Planning Symposium: Advisor Benchmarking Report
    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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    Navigate to Interstate Relocation Checklist
    Trends & Strategies

    Interstate Relocation Checklist

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

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    Navigate to Today's Top Tax and Estate Planning Techniques
    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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    Navigate to Divorce & Real Estate: Avoiding a Tax Surprise
    Money Masterclass

    Divorce & Real Estate: Avoiding a Tax Surprise

    Align assets and goals with expert analysis.

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    Navigate to Spending in Retirement: Planning for Withdrawals
    Money Masterclass

    Spending in Retirement: Planning for Withdrawals

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

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    Navigate to Understanding the QSBS Tax Exemption
    Trends & Strategies

    Understanding the QSBS Tax Exemption

    An under-utilized opportunity offers big tax savings.

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    Navigate to Serving Clients In An Evolving Fiduciary Landscape
    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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    Navigate to A Stress Test For Your Estate Plan
    Money Masterclass

    A Stress Test For Your Estate Plan

    Are there surprises lurking in your plan?

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    Navigate to Transitioning from Business Owner to Wealth Owner
    Money Masterclass

    Transitioning from Business Owner to Wealth Owner

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

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    Navigate to Family Business: The Keep or Sell Decision
    Money Masterclass

    Family Business: The Keep or Sell Decision

    Decide whether to keep or sell your family business.

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    Navigate to 5 Components of a Successful Succession Plan
    Money Masterclass

    5 Components of a Successful Succession Plan

    Help your business thrive through a succession plan.

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    Navigate to The Power of Early: The Annual Gift Tax Exclusion
    Trends & Strategies

    The Power of Early: The Annual Gift Tax Exclusion

    Maximize the benefits of the annual gift tax exclusion.

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    Navigate to Cash Flow: Planning to Fund Major Purchases
    Money Masterclass

    Cash Flow: Planning to Fund Major Purchases

    Cash-flow management strategies for the C-suite.

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    Navigate to Executive Tax Reference Guide
    Money Masterclass

    Executive Tax Reference Guide

    Optimize tax treatment for executive compensation.

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    Navigate to Legacy Planning: Supporting Family and Causes
    Money Masterclass

    Legacy Planning: Supporting Family and Causes

    Know your options for gifting to family and charitable causes.

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    Navigate to Common Reasons Business Sale Transactions Fail
    Money Masterclass

    Common Reasons Business Sale Transactions Fail

    Avoid common pitfalls that derail the sale of a business.

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    Navigate to How to Relocate Successfully
    Money Masterclass

    How to Relocate Successfully

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

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    Navigate to Looking Through the Triple Net Lens
    Markets

    Looking Through the Triple Net Lens

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

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    Navigate to Tax Policy Resource Center
    Trends & Strategies

    Tax Policy Resource Center

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

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    Navigate to Carried Interest and the 2024 Election: What’s at Stake?
    For Advisors

    Carried Interest and the 2024 Election: What’s at Stake?

    Explore both parties’ proposals on taxing carried interests.

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    Navigate to Changing Tax Policy: Plan, Don’t Predict
    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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    Navigate to Understanding the QSBS Tax Exclusion
    For Advisors

    Understanding the QSBS Tax Exclusion

    Capital gain tax benefits for qualified small business stock.

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    Navigate to Funding your Lifestyle and Ambitions
    Money Masterclass

    Funding your Lifestyle and Ambitions

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

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    Navigate to Avoiding the IRMAA Cliffs
    For Advisors

    Avoiding the IRMAA Cliffs

    Managing income can help avoid “falling off the IRMAA cliffs.”

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    Navigate to The 2022 Business Owner Benchmark Report
    Trends & Strategies

    The 2022 Business Owner Benchmark Report

    Gain insight on the most pressing challenges and opportunities facing business owners.

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    Navigate to Mega-Backdoor Roth Conversions: Supercharge Retirement
    For Advisors

    Mega-Backdoor Roth Conversions: Supercharge Retirement

    Maximize your client’s savings with these considerations.

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    Navigate to Trust Income Tax and the Mysterious DNI Deduction
    For Advisors

    Trust Income Tax and the Mysterious DNI Deduction

    Insights into complex issues surrounding the taxation of trusts.

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    Navigate to How to Reduce Your Audit Risks
    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.

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    Navigate to Election 2024: Key Tax Proposals
    Trends & Strategies

    Election 2024: Key Tax Proposals

    Though it's still early days for the 2024 election, the information available can help you evaluate each party's tax positions.

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    Navigate to The Expiring Exemption: Is Chicken Little Right?
    For Advisors

    The Expiring Exemption: Is Chicken Little Right?

    What could the expiring exemption really mean for taxpayers?

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    Navigate to What Do We Know About Vice President Harris’ Tax Proposals?
    Election 2024

    What Do We Know About Vice President Harris’ Tax Proposals?

    Harris’ past policy positions may inform current proposals.

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    Navigate to What Do We Know About Vice President Harris’ Tax Proposals?
    Tax News You Can Use

    What Do We Know About Vice President Harris’ Tax Proposals?

    Harris’ past policy positions may inform current proposals.

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    Navigate to Update: 2024 Supreme Court Decisions and Business Owners
    Trends & Strategies

    Update: 2024 Supreme Court Decisions and Business Owners

    Understand how recent rulings impact tax and regulations.

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    Navigate to New RMD rules issued by the IRS
    Tax News You Can Use

    New RMD rules issued by the IRS

    We now have certainty on RMDs for inherited accounts.

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    Navigate to §6166 Deferral and Other Tools for the Illiquid Estate
    Tax News You Can Use

    §6166 Deferral and Other Tools for the Illiquid Estate

    Learn ways to reduce the liquidity burden from estate taxes.

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    Navigate to SEP and SIMPLE Retirement Plans for Small Employers
    Tax News You Can Use

    SEP and SIMPLE Retirement Plans for Small Employers

    Explore plan options that offer choice and flexibility.

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    Navigate to Election 2024 Results: Key Takeaways
    Election 2024

    Election 2024 Results: Key Takeaways

    Planning and market implications following the election.

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    Navigate to Options for a Spouse as Beneficiary of a Retirement Account
    Tax News You Can Use

    Options for a Spouse as Beneficiary of a Retirement Account

    Learn about the options available to spousal beneficiaries.

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    Navigate to Managing Liquidity with Split-Dollar Life Insurance
    Tax News You Can Use

    Managing Liquidity with Split-Dollar Life Insurance

    Discover the benefits of split-dollar arrangements.

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    Navigate to Ring Out the Old Year: 2024 Year-End Tax Planning
    Tax News You Can Use

    Ring Out the Old Year: 2024 Year-End Tax Planning

    Review last minute tax planning strategies for 2024.

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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.

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