2014 Guide to Tax and Wealth Management

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11/19/2013 by Private Company Services
2014 Guide to Tax and Wealth Management

At a glance

PwC's 2014 edition of Managing your wealth offers guidance on strategic tax planning, managing your portfolio, charitable giving, estate and gift planning, business succession planning and other wealth management topics.

Wealth management and tax planning, done right, require care and a thoughtful approach.

This has been particularly true these past several years, as high-net-worth individuals and their families looked to recoup losses from the early days of the financial crisis - and then determine the best path forward in the long term.

Our annual guide contains the latest legal, economic, and legislative developments to help steer discussions with your advisors and family members to make well-informed decisions about your wealth management. 





Chapters include:

  • Effective tax planning Managing your investments
  • Charitable giving
  • Estate and gift planning
  • Business succession
  • Family meetings
  • Family offices
  • Cross-border planning
  • Risk management

What's new for 2013?

  • Top marginal tax rates went up to 39.6% 
  • A 3.8% surtax has been added to certain net investment income, and a 0.9% surtax has been added to certain earned income
  • The overall tax rate associated with interest, short-term capital gains and passive income has risen to 43.4% for those in the highest tax bracket
  • The final repair regulations and increased tax rates for pass-through entities