Wealthy Families: Consider These Planning Ideas Before The “Sunset” [Forbes]
Oppenheimer Holdings, Inc. Class A (DE) (OPY)
US:NYSE Investor Relations:
opco.com/investor-relations/index.aspx
Company Research
Source: Forbes
For 2024, the exemption stands at $13.61 million per person and $27.22 million for a married couple. However, this is scheduled to revert back to 2017 levels, that may put the exemption amount at around $7.5 million per individual and $14.5 million for a married couple, depending on inflation over the next few years. For high-net-worth families, there are financial planning strategies to take advantage of today before the rules change. Doing so may save your family quite a bit on taxes. Let's look at a few of these ideas to consider implementing for your family. 1) Charitable Giving Using Cash: When it comes to giving to charity there are a myriad of creative options to consider. In light of the sunset, it's worth taking another look at deductions for cash contributions. Under the Tax Cuts and Jobs Act, the deduction for cash contributions directly to charity increased from 50% of AGI to 60%, including for gifts to a donor-advised fund. After the sunset, this limit will revert to
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News
- Oppenheimer Holdings' (NYSE:OPY) Dividend Will Be $0.15 [Yahoo! Finance]Yahoo! Finance
- I'm a Financial Advisor: 5 Money-Saving Tips From Your Grandparents' Generation That Still Work Today [Yahoo! Finance Canada]Yahoo! Finance Canada
- I'm a Financial Advisor: 5 Money-Saving Tips From Your Grandparents' Generation That Still Work Today [Yahoo! Finance]Yahoo! Finance
- Oppenheimer Holdings Inc. (NYSE: OPY) was upgraded by analysts at StockNews.com from a "buy" rating to a "strong-buy" rating.MarketBeat
- Oppenheimer Holdings First Quarter 2024 Earnings: EPS: US$2.50 (vs US$1.32 in 1Q 2023) [Yahoo! Finance]Yahoo! Finance
OPY
Sec Filings
- 4/29/24 - Form 8-K
- 4/26/24 - Form 8-K
- 4/26/24 - Form 10-Q
- OPY's page on the SEC website