Private Wealth Management

The 2024 Tax Reference Guide is Now Available

William Blair's tax reference guide for income earned in 2024 and tax returns filed in 2025 is now available.

The guide provides the latest information on tax rate schedules, exemptions, and contributions to savings plans.

Contact your William Blair advisor to discuss any adjustments you might need to make regarding tax efficiency, retirement planning, philanthropic strategies, and business and estate planning.

More News and Insights

Friday, December 6, 2024

Corporate Transparency Act

Are you a business owner of a registered entity such as a corporation, partnership, or LLC or the trustee or beneficiary of a trust that owns such an entity? If so, you may be subject to a reporting obligation under the Corporate Transparency Act (CTA).
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Tuesday, November 26, 2024

The A, B, C, and Ds of Medicare

Medicare Open Enrollment closes on December 7, 2024. Review important considerations, as highlighted in an earlier Medicare presentation with Chapter.
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Monday, November 25, 2024

Pre- and Post-Transaction Planning Checklist

Proactive pre- and post-transaction wealth planning can affect your strategy as you consider the sale of your business.
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Trends and Perspectives

William Blair Thinking Podcast

Trends and Perspectives

The 2024 Tax Reference Guide is Now Available

More News and Insights

Corporate Transparency Act

The A, B, C, and Ds of Medicare

Pre- and Post-Transaction Planning Checklist

Are you sure you want to leave?