Private Wealth Management
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.
Stay up-to-date with the latest William Blair news and insights
Absent further legislation, The Tax Cuts and Jobs Act will sunset on January 1, 2026, reverting to 2017 levels, adjusted for inflation, or approximately $7M per taxpayer. As a result, wealthy individuals and families will be subject to significantly more federal estate tax in 2026 than they are today.
Read moreUnderstanding the nuances between retirement plans can be challenging. William Blair’s Quick Reference Guide to Retirement Plans compares and contrasts features such as account establishment, account contributions, and accessibility.
Read moreIn addition to retirement considerations, any employee preparing to leave a job should plan for life after employee benefits.
Read moreInformation contained on the internet is not subject to William Blair & Company's control or review, and may not be accurate.
For disclosure information, please visit www.williamblair.com/disclosures
