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Financial Planning October 1, 2005 Garrett Thornburg |
The Fair Tax The estate tax is up for reform (or repeal) in the Senate, leaving planners and advisers with a daunting dilemma. Is there a smarter, more equitable way to think about estate taxes?  |
Registered Rep. August 1, 2006 Janet Arrowood |
Heir-Tight Planning There are several good reasons why financial advisors should know how to use trusts and insurance. Even without a big federal tax bite, many states levy estate or death taxes, and a number of states -- desperate for revenue -- have raised them in recent years.  |
Financial Planning April 1, 2005 Julian Block |
2010: The Taxes We'll Pay This is a golden age for investors, at least as far as taxes are concerned. Looking ahead, there are several ways your clients can take advantage of today's tax rules and prepare for tomorrow's.  |
Registered Rep. February 1, 2006 Janet Arrowood |
The Four Win Strategy A growing number of Americans are saving more money than they're likely to spend in their lifetimes. For advisors, it's a good time to talk to such clients about endowing a college scholarship, getting their name on a hospital wing, or leaving any other kind of legacy behind.  |
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 December 2005 Tere D'Amato |
The Tax Advisor: The Fine Print You can defer taxes with a private annuity trust. But do so carefully. Putting the strategy into play can be challenging and carries risks often not fully considered.  |
Registered Rep. April 1, 2005 Kristen French |
The State of Estate Planning Tax planning for estates took a hit in 2001 when the White House decided to repeal the estate tax in 2010. As the debate drags on over whether to make that repeal permanent, advisors and investors are deciding it's better to do something rather than nothing.  |
Financial Planning September 1, 2005 |
Corrections In the July Issue: Move Over, Advent... Lively Up You Web Site... August Issue: Estates Gone Awry...  |
Investment Advisor March 2006 Marlene Y. Satter |
Still Kicking Estate planners still use survivorship insurance -- when it fits the bill.  |
Financial Planning June 1, 2007 David E. Adler |
Seeking Tax Alpha Advisors can't control the performance of the investments they choose for their clients, but they do have some control over the taxes those investments will generate. A few smart asset-location decisions will increase a portfolio's real return.  |
Entrepreneur July 2004 Scott Bernard Nelson |
Will Power Build flexibility into your estate plan so heirs can avoid the pitfalls of changing tax laws.  |
On Wall Street January 1, 2012 Michelle Lodge |
Five Questions With Bryan Clontz Philanthropy is alive and well, contends Bryan Clontz, who co-founded Charitable Solutions LLC, a planned-giving, risk-management consulting firm.  |
Registered Rep. July 21, 2006 Kristen French |
Advisors Not Filling High-Net-Worth Retirement Needs, Survey Says Although few high-net-worth investors are prepared for the kind of retirement they expect, advisors continue to focus on wealth accumulation at the expense of long-term financial planning.  |
Registered Rep. July 1, 2006 Janet Arrowood |
In Search Of Guarantees Consumers are taking a different approach to life insurance lately. While they may invest in stocks as they always have, even as they grow older, they increasingly look to eliminate risk and uncertainty from the life insurance products they buy.  |
Financial Advisor January 2012 Gail Liberman |
State Of Affairs Most clients are unaware that state death taxes can take a substantial cut of an inheritance.  |
Financial Advisor November 2004 Saul M. Simon |
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners.  |
The Motley Fool January 5, 2010 Dan Caplinger |
Don't Let This Destroy Your Financial Future How to lessen the tax man's sting.  |
Registered Rep. October 1, 2005 Kevin McKinley |
Spend The Money and Have It, Too Here are ways to save your retiring middle-net-worth clients thousands more in after-tax income right now, plus save their families many times that amount in estate taxes.  |
Investment Advisor February 1, 2011 David Lau |
Dispatches from the Tax-Efficient Frontier Three advisors share views on the power of tax deferral.  |
Financial Planning May 1, 2013 Scott Wenger |
Editor's Note: Real Estate Returns As the housing market rebounds, advisors face new challenges - and many new opportunities  |
Financial Advisor August 2008 Roy Diliberto |
Some Taxes May Not Be Inevitable Reducing the tax disadvantages of investing in mutual funds.  |
Financial Planning January 1, 2005 David Stein |
Shopping for Tax Rates Investors who pay taxes as soon as possible end up with more money. It does require careful tax planning and management of trading costs, but the proactive value it can add to a client's aggregate investment portfolio makes it well worth considering.  |
Investment Advisor July 2006 Melanie Waddell |
Already There Many advisors have fumbled in trying to figure out exactly which ingredients must go into the wealth management brew to ensure their success. Not Lenox Advisors. This outfit typifies the successful wealth management firm  |
National Real Estate Investor March 1, 2003 Jim Arbury |
Help or Hindrance? Most apartment owners cheered in 2001 when a new law was passed to gradually phase out the estate tax, but a closer examination shows that the law could actually hurt many property owners.  |
Commercial Investment Real Estate Jan/Feb 2006 Howard Kass |
Splitting Heirs Investors should be aware of how to determine a tenancy-in-common investment's basis, particularly when managing their estates. Careful pre- and post-death estate planning can minimize taxes significantly and facilitate smooth wealth transfer to TIC investment heirs.  |
Financial Advisor June 2004 Raymond Fazzi |
The Flight From REITS What everyone said would happen sooner or later in real estate stocks has finally happened: The market fizzled. Real estate investors hunting for high yields or capital appreciation are selling off.  |
Entrepreneur August 2006 Jennifer Pellet |
Trading Up A Section 1031 exchange allows you to sell a property used for business or investment and reinvest your gains in a second property - also used for business or investment - without paying taxes on your profit.  |
Financial Planning February 1, 2012 Scott Wenger |
Planning the Unknowable As all savvy advisors know, smart tax planning is not only about choosing the right strategy at the right time, it's also about avoiding bush league mistakes.  |
Financial Planning August 1, 2013 Ilana Polyak |
New Rules for Asset Location Taxable account or tax-deferred? Where clients investments are housed can be vital to total returns, but beware the pitfalls.  |
Investment Advisor December 2005 |
Retirement Plan Advisor: Adding Property to the Mix More investors are investing IRAs in real estate for real diversification. But advisors and their clients need to fully understand the risks.  |
Inc. June 2005 Amy Feldman |
Fifty States, a Thousand New Tax Laws States are increasingly "decoupling" their tax codes from the federal government's, creating big headaches for business owners.  |
Financial Advisor November 2005 Grove & Prince |
A Dangerous Disconnect Many advisors don't understand what their wealthy clients want -- or need. By being able to deal with the planning concerns of the affluent by brining in the proper experts, the financial advisor will end up growing his or her business.  |
The Motley Fool April 2, 2004 |
Finding the Right Advisor A good financial planner can give you knowledgeable, unbiased advice on investments, insurance, taxes, and estate planning. He can save you time, money, and angst. Some tips on picking a financial planner.  |
Commercial Investment Real Estate Sep/Oct 2013 Mary Stark Hood |
Real Estate Gifting Realized: Retained Life Estates A retained life interest, or retained life estate as it is commonly called, allows a donor to claim a charitable deduction at the present time for the gift of the remainder value of real property donated to charity.  |
Financial Advisor March 2005 Raymond Fazzi |
Estate Tax: What Repeal? Many planners are telling clients not to expect the tax to go away.  |
On Wall Street November 1, 2010 David Lau |
With Taxes Rising, The Rich Take The Hardest Hit Using tax-deferral strategies which can potentially improve returns without increasing risk, will rise in importance and the tax-efficient frontier will emerge as an important new financial landmark.  |
Financial Planning February 1, 2012 Deena Katz |
Giving It Away Charitable tax planning for clients may peak in the later months of the year, but it is really a year-round activity, and the first quarter is not too soon to start thinking about it.  |
The Motley Fool October 16, 2006 Zoe Van Schyndel |
Tax-Efficient Investing Strategies Don't get so carried away in the quest to avoid paying taxes that you skip good returns solely for a reduced tax bill. It may seem attractive to eliminate taxes altogether, but for most investors, taxes are inevitable. Manage them wisely.  |
Registered Rep. May 1, 2004 Kevin McKinley |
Taking the Ax Out of Tax An advisor knows a big payday is in the offing if he can prove himself indispensable in figuring out how to get the client the money he needs while helping him cut his tax bill when selling highly appreciated assests. A look at private annuity trusts.  |
Commercial Investment Real Estate Sep/Oct 2012 Duncan Patterson |
Donations Demystified Certified Commercial Investment Members can play a role in the real estate gifting process. Charitable gifting through donations of real estate is one of the most underutilized methods of transferring assets in today's market.  |
The Motley Fool April 7, 2009 Dan Caplinger |
Smart Stock Moves to Fight Higher Taxes If you plan ahead, you can avoid some of the fallout that will ensue when taxes rise -- and not only save yourself taxes, but prevent losses on your investments as well.  |
Financial Planning February 1, 2005 Abigail La Croix |
5 Questions Joseph Spada of Family Wealth Institute offers retreats for the wealthy, a service that tries to balance financial success with other parts of life.  |
Financial Advisor February 2009 Sherri Scordo |
Frontline News Broker-Dealer View On Regulation... Tax (Saving) Season Is Here... Credit Crisis May Hurt Wealth Management... ChFC Requirements Get Tougher...  |
Real Estate Portfolio Special Issue 2005 Christopher Bechard |
Foreign Investment in Real Estate is AFIRE An interview with the CEO of the Association of Foreign Investment in Real Estate (AFIRE) on the current state of foreign investment in U.S. real estate and REITs, as well as what we can expect in the future.  |
The Motley Fool June 14, 2008 Todd Wenning |
The Right Stocks for Your IRA We have to pay taxes on our IRA investments at one point or another. The secret is not overpaying so that you keep more of what's rightfully yours. These stocks will help you do that.  |
Registered Rep. February 1, 2005 Thrupthi Reddy |
Peril to Planners According to practitioners, the administration's plans for a permanent repeal of estate taxes might actually increase the workload of estate planners and wealth management professionals.  |
Registered Rep. November 1, 2005 Todd K. Ballenger |
Trading Down to a Better Retirement Without preying on your clients' fears, you can use the concern over the real estate bubble to do something that financial advisors should have been doing all along: talk about real estate as part of the comprehensive investment plan.  |
Financial Advisor March 2006 Roy Diliberto |
Estate Plans That Really Work People are more concerned about how they will be remembered than how much tax planning they did before they died. Financial life planners need to remind clients of this, and make sure that their estate plan reflects their core values.  |
Investment Advisor January 2006 Robert Breshock |
The Tax Advisor: The Case for Loss Harvesting Tax loss harvesting is still underutilized by separate account managers. When evaluating managers for tax management or loss harvesting prowess, financial planners should look for managers who have made it a central part of their process.  |
Entrepreneur June 2004 Joan Szabo |
Estate of Affairs Don't play beneficiary roulette when it comes to your estate plan. Keep the future of your business in mind when making plans for your estate.  |