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The Motley Fool
November 15, 2006
Dan Caplinger
Flip Over FLPs: Part 1 When used correctly, a family limited partnership can enable you to make gifts to future generations more efficiently, while retaining substantial control over the investment and distribution of partnership assets. mark for My Articles similar articles
Commercial Investment Real Estate
Nov/Dec 2008
Christopher J. Truitt
The Partnership Puzzle LLCs may provide the missing piece in real estate tax structures. mark for My Articles similar articles
National Real Estate Investor
January 1, 2003
Mike Fickes
1031 Exchanges Do More Than Save Taxes In a 1031 exchange, owners defer the capital gains tax they typically pay in a property sale. This article discusses strategies and pitfalls. mark for My Articles similar articles
Commercial Investment Real Estate
Nov/Dec 2005
Chuck Wise
End-Game Strategies Most commercial real estate investors are clear on the benefits of owning income property, but many underestimate the importance of creating an end-game strategy for the timely and favorable disposition of their assets. Here's how commercial real estate professionals can help. mark for My Articles similar articles
Financial Planning
October 1, 2005
Michael E. Kitces
Knockout Blow? The Strangi case may finally be lost, but family limited partnerships (FLP) remain a viable estate planning tool. Consequently, there are several planning tips and implications from this FLP-IRS saga that planners should be aware of in estate tax planning. mark for My Articles similar articles
Commercial Investment Real Estate
Sep/Oct 2006
Alexandra Aiken
15 Guidelines for Tenant-In-Common Properties and Sponsors Proper structuring is a critical step in tenancy-in-common transactions. Pursuant to Revenue Procedure 2002-22, the IRS will consider issuing a private-letter ruling to an interested party if the following 15 conditions are met and/or are present in a proposed TIC transaction. mark for My Articles similar articles
Commercial Investment Real Estate
May/Jun 2003
Ronald L. Raitz
IRS Clarifies Related-Party Rule in 1031 Exchanges Due to the considerable confusion about such exchanges, real estate professionals should welcome this ruling as it helps them better advise clients engaging in these transactions. mark for My Articles similar articles
The Motley Fool
June 29, 2006
Dan Caplinger
Starting a Small Business: Partnerships Establishing your business as a partnership offers flexibility but potential liability. mark for My Articles similar articles
Financial Planning
September 1, 2012
Martin Shenkman
Helping High Net Worth Clients to Act Before Possible Cut in Tax Exemptions Consider the possibilities and problems dealing with wealthy clients seeking to act before a possible cut in tax exemptions. mark for My Articles similar articles
Commercial Investment Real Estate
May/Jun 2007
Tax Issues Resource Guide Tax Watch: Trust-Worthy Tips... Leveraging LIHTCs... Inbound Investments... etc. mark for My Articles similar articles
Commercial Investment Real Estate
Nov/Dec 2010
Cara Lowe
Business Breakups Preparation pays off when partnerships dissolve. mark for My Articles similar articles
Investment Advisor
August 2005
Tere D'Amato
The Tax Advisor: The FLP: Dead or Alive? Despite increased IRS scrutiny, family limited partnerships can still be great estate planning tools. mark for My Articles similar articles
Financial Advisor
September 2004
Dudley, Fast & Wallace
How FLPs Can Survive IRS Scrutiny Properly formed and managed entities with true business purpose will succeed in both the gift and estate tax discount games. Business purpose makes the difference: Taxpayers without it are just rolling the dice. mark for My Articles similar articles
Registered Rep.
November 1, 2002
Jonathan Arfa
Breaking Up Is Hard to Do Brokers partner up for a variety of reasons. Some kind of contract is needed when a partnership between members of a team of brokers is formed, whether it be between a senior broker and junior colleagues or just between two seasoned brokers. Brokers should consider this contract seriously. mark for My Articles similar articles
Financial Advisor
February 2010
Gary C. Bubb
Seeking Status Employees seeking a membership interest in an LLC might find themselves in tax limbo. mark for My Articles similar articles
The Motley Fool
November 15, 2006
Dan Caplinger
Flip Over FLPs: Part 3 A family limited partnership can help you make gifts that can reduce your estate tax liability while also preventing your children and other recipients from gaining access to large amounts of cash. Although it's spelled "FLP," be sure to cross those t's and dot those i's. mark for My Articles similar articles
Real Estate Portfolio
Nov/Dec 2000
Louis S. Weller
IRS Issues Reverse Exchange Guidance Fundamentally, Revenue Procedure 2000-37 sets up a safe harbor for so-called "parking" transactions. These transactions allow a property owner who wants to utilize Section 1031 to defer gain on a future sale or property to avoid concurrent ownership of both replacement and relinquished properties... mark for My Articles similar articles
BusinessWeek
August 4, 2003
Anne Tergesen
A Tax Deal Too Good to Be True? Rules for family partnerships may get stricter mark for My Articles similar articles
Registered Rep.
January 1, 2005
Kevin McKinley
Flip-Flopping on FLPs In the right situation, the family limited partnership is unrivaled among estate-planning strategies. mark for My Articles similar articles
The Motley Fool
November 15, 2006
Dan Caplinger
Flip Over FLPs: Part 2 Since the recent election makes estate-tax repeal unlikely, estate-planning strategies like family limited partnerships will probably remain an important tool in your fight against estate taxation. mark for My Articles similar articles
Entrepreneur
September 2006
Jennifer Pellet
The Tic Tax Advantage Priced out of the soaring real estate market, but still want a piece of the pie? Real estate investors are turning to tenancies in common, or TICs, for the twin benefits of increased buying power and greater flexibility. mark for My Articles similar articles
Entrepreneur
April 2008
Guy Kawasaki
Tying the Knot Partnering is an art, so make sure everyone sees eye to eye with these 8 tips. mark for My Articles similar articles
Commercial Investment Real Estate
Sep/Oct 2015
Mary Stark-Hood
Succession Planning According to a 2014 Financial Planning Association Survey, the greatest financial challenge facing small business owners is developing a retirement plan and exit strategy. mark for My Articles similar articles
Trusts & Estates
March 20, 2002
Service Focusing On Foreign Trusts, Real Property Transactions This tax season, the Internal Revenue Service is attempting to make tax professionals whose clients have foreign trusts, or who transfer real property to foreign interests aware of rules and filing requirements. mark for My Articles similar articles
Financial Planning
February 1, 2005
Grace W. Weinstein
Into the Maw Life insurance payouts usually aren't subject to taxes-unless your client makes one of these mistakes. mark for My Articles similar articles
Financial Advisor
September 2006
Gaining Ground Investors are clamoring for Tenant-in-Common 1031 exchange private placement deals. Part of the demand is being driven by retiring baby boomers unloading headaches associated with investment real estate and seeking to defer capital gains taxes, sponsors say. mark for My Articles similar articles
Commercial Investment Real Estate
Jul/Aug 2008
John L. McKeel
Wealth Management Learn strategies for advising high net worth investors. mark for My Articles similar articles
Financial Advisor
May 2005
Gail Liberman
Understanding Real Estate Exchange Deals Here are some guidelines to help financial advisors assess the value of 1031 real estate exchanges. mark for My Articles similar articles
Inc.
January 2009
How To: Choose the Right Legal Structure If you are starting a business, or you already run one but haven't thought strategically about its legal structure, you need to take this matter seriously. mark for My Articles similar articles
The Motley Fool
June 15, 2005
Stephen D. Simpson
Howdy, Partner: Let's Talk Taxes For those investors who desire an income stream, there are several different types of equities to choose from -- each with its own operational and tax characteristics. mark for My Articles similar articles
Commercial Investment Real Estate
Sep/Oct 2009
Tom O'Rourke
Redefining Debt Examine the alternatives for over-leveraged properties. mark for My Articles similar articles
Registered Rep.
October 1, 2012
Philip Palaveev
Making Partner How to add partners to create a team advisory practice. (Oh, if you aren't growing, you are not team-ready.) mark for My Articles similar articles
Commercial Investment Real Estate
Nov/Dec 2015
O'Donnell & Rubin
1031 Exchanges Every investor can use this reinvestment tool. mark for My Articles similar articles
Financial Planning
April 1, 2007
Sheryl Garrett
Co-Owning a Home One way to play the high-priced real estate market is to buy a home with friends or family. mark for My Articles similar articles
Financial Advisor
November 2010
Michael Brier
Location, Location Your clients may enjoy lower taxes if they move to another state, but they should be aware of the rules to avoid new tax problems. mark for My Articles similar articles
Job Journal
June 26, 2005
No Small Feat If you are thinking about starting your own business, here are some questions you should ask yourself, a look at possible business structures, and some useful websites. mark for My Articles similar articles
Financial Advisor
October 2004
Gregory Bresiger
Are Big Tax Savings Really Worth the Risk? IRS cracks down on individuals with questionable shelters. Financial advisors warn that many of these strategies are not worth the risk of audit and possible civil and criminal penalties. mark for My Articles similar articles
Commercial Investment Real Estate
Jan/Feb 2008
Laine T. Wagenseller
The Write Stuff When partnerships sell commercial property, industry professionals must secure the written authorization of all the partners or co-owners on both listing and purchase agreements to ensure that contracts are legally binding. mark for My Articles similar articles
Investment Advisor
March 2006
Elizabeth Festa
Incentives for Long-Term Care New long-term care partnership programs, which are active in four states, now provide private LTC insurance with special access to Medicaid for those exhausting their insurance benefits. mark for My Articles similar articles
Bank Systems & Technology
September 17, 2008
Katherine Burger
False A global partnership agreement simplifies SWIFTNet implementation for customers using Microsoft technology. mark for My Articles similar articles
Entrepreneur
December 2005
Jennifer Pellet
Money Buzz 12/05 Limiting investors' partnership power, shrinking health care and more. mark for My Articles similar articles
Financial Planning
October 1, 2010
Mindel & Sleight
The Family Way Transferring a family business is a legal, financial and emotional tangle. Here are some strategies to help clients do it right. mark for My Articles similar articles
Entrepreneur
March 2006
Marc Diener
Two's Company Before you start negotiating a business partnership, take these three key steps. mark for My Articles similar articles
Registered Rep.
October 1, 2002
Roy M. Adams
An Estate Planning Disaster Averted Family limited partnerships and limited liability companies are useful estate planning tools. The verdict in the Hackl case showed that the gift tax exclusion may not apply to gifts of partnership units or LLC interests if things are not structured carefully. mark for My Articles similar articles
Pharmaceutical Executive
October 1, 2005
Fine & Meyer
An 11-Step Program to Navigating Partnerships Commercial partnerships are an effective way to differentiate both research institutes and biotech companies. It is critical to recognize that while financial return is the primary driver of a commercial partnership, the cultural fit can sustain its success. mark for My Articles similar articles
The Motley Fool
April 25, 2005
Chuck Saletta
Read the Fine Print Take advantage of corporate complexity to find hidden value investment opportunities. mark for My Articles similar articles
Financial Advisor
April 2010
Gail Liberman
Shaky Ground Tenant-in-common 1031 exchanges, private placement deals heavily hyped to financial advisors during the real estate boom, are drawing action by state and federal regulators. mark for My Articles similar articles
Financial Planning
April 1, 2006
Michael E. Kitces
Partnership Problem In the financial planning profession, is the promise of a partnership the only way to adequately reward key employees? mark for My Articles similar articles
The Motley Fool
September 8, 2006
Dan Caplinger
Taxes and Your New Business: Part 1 Know how to steer clear of tax problems as a business owner. mark for My Articles similar articles
Information Today
November 11, 2014
Network Alliance Is Approved to Distribute Intuit's QuickBooks IT management solutions provider Network Alliance will deliver hosted QuickBooks services to its clients through a partnership with Intuit, which offers financial solutions to individuals and companies. mark for My Articles similar articles