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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.  |
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.  |
Financial Planning August 1, 2012 Martin Shenkman |
Highly Versatile Tools Amid the great uncertainty engulfing the estate tax, family limited partnerships and family limited liability companies may prove particularly valuable.  |
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.  |
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.  |
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.  |
Financial Planning August 1, 2008 Martin M Shenkman |
Avoiding a Painful Trap Increasingly, clients' investments are being structured in family limited partnerships (FLPs) or family limited liability companies, but it is important to be aware of possible tax triggers.  |
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.  |
Financial Planning December 1, 2009 Martin M. Shenkman |
Flip Your FLP? Many of your clients have family limited partnerships (FLP). With the tax winds blowing differently right now, should your clients dissolve their FLPs?  |
Financial Advisor March 2004 Eric L. Reiner |
Are You Really Managing For The Long Term? Restricted management accounts can improve returns.  |
Commercial Investment Real Estate Jul/Aug 2003 John Mangham |
Partnerships Can Use These Methods to Protect 1031 Gains Property owners wishing to dispose of appreciated assets often use Internal Revenue Code Section 1031 exchanges to defer capital gains taxes. However, partnerships wishing to execute exchanges face unique challenges, particularly when individuals in the partnership have diverging investment goals or want to cash out.  |
Investment Advisor July 2006 I. Jay Safier |
The Tax Advisor: Transfer Time, Part 2 More strategies to transfer wealth, including charitable remainder trusts and family limited partnerships.  |
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.  |
BusinessWeek August 4, 2003 Anne Tergesen |
A Tax Deal Too Good to Be True? Rules for family partnerships may get stricter  |
CFO Andrew Osterland |
Ready to Pounce? The IRS has taken a predatory stance against tax shelters. But several court decisions have altered the rules of the chase...  |
Financial Planning October 2, 2007 Martin M. Shenkman |
Estate Planning: College Savings 201 For your high-net-worth clients, there are better college savings vehicles than the usual suspects. Here are some options.  |
Commercial Investment Real Estate Jul/Aug 2004 Ronald L. Raitz |
Do your properties meet IRS requirements for 1031 transactions? Inexperienced real estate investors may be surprised to learn that not all properties qualify for Internal Revenue Code Section 1031 tax-deferred exchanges.  |
Inc. July 2005 Allen P. Roberts Jr. |
Family Partnerships Under Scrutiny The IRS takes a closer look at one way business owners sidestep estate taxes.  |
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.  |
Commercial Investment Real Estate Mar/Apr 2005 Ronald L. Raitz |
Tax Watch: Disappearing Lease Detour Changes to IRS guidelines may require a new route for 1031 construction exchanges.  |
National Real Estate Investor May 1, 2005 Todd R. Pajonas |
Five Misconceptions of 1031 Exchanges The five biggest misconceptions that cause real estate investors to miss out on the advantages and the tax savings afforded by structuring their transactions as an exchange.  |
On Wall Street October 1, 2009 Bill Fleming |
Prime Time to Transfer Assets Changes to tax rates are unlikely until 2011, so this year advisors would be wise to focus their attention on year-end estate planning.  |
Financial Planning March 1, 2005 Roccy DeFrancesco |
Guarding the Fortress Protecting a wealthy client's marital home or personal residence isn't easy. Here are some options to explore.  |
Registered Rep. November 1, 2004 Kevin McKinley |
The Age Game Whether your clients' estates are under or over the "death-tax" threshold, the following strategies will help ensure your clients' family wishes will be met in the most tax-efficient and cost-effective manner.  |
Investment Advisor August 2007 Les Witmer |
Closing the Gap How the IRS is improving compliance to close the tax gap.  |