At BNY Mellon Wealth Management, we employ tax-efficient investment practices and other strategies to help optimize your portfolio. Find out how these strategies contribute to long-term wealth.

FEBRUARY 2021

Changing Domicile for Tax Purposes

Taking affirmative steps to move one's property and connections out of their old home is critical to avoiding undesired consequences, such as dual domicile treatment or taxation by another state.


December 2021

Preparing for Tax Hikes: Plan but Don’t Panic

 

As the administration looks to fund new multitrillion-dollar economic packages, there is a strong probability of at least some tax hikes ahead. Here’s a look at what could happen and how to mitigate potential increases.


May 2021

The Impact of Basis and Tax Rate Fluctuation In Divorce

 

Being mindful and having a goal to mitigate future taxes can result in long-lasting benefits.

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