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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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
September 1, 2005
Corrections In the July Issue: Move Over, Advent... Lively Up You Web Site... August Issue: Estates Gone Awry... mark for My Articles similar articles
Investment Advisor
March 2006
Marlene Y. Satter
Still Kicking Estate planners still use survivorship insurance -- when it fits the bill. mark for My Articles similar articles
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. mark for My Articles similar articles
Entrepreneur
July 2004
Scott Bernard Nelson
Will Power Build flexibility into your estate plan so heirs can avoid the pitfalls of changing tax laws. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
November 2004
Saul M. Simon
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners. mark for My Articles similar articles
The Motley Fool
January 5, 2010
Dan Caplinger
Don't Let This Destroy Your Financial Future How to lessen the tax man's sting. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
February 1, 2011
David Lau
Dispatches from the Tax-Efficient Frontier Three advisors share views on the power of tax deferral. mark for My Articles similar articles
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 mark for My Articles similar articles
Financial Advisor
August 2008
Roy Diliberto
Some Taxes May Not Be Inevitable Reducing the tax disadvantages of investing in mutual funds. mark for My Articles similar articles
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. mark for My Articles similar articles
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 mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
March 2005
Raymond Fazzi
Estate Tax: What Repeal? Many planners are telling clients not to expect the tax to go away. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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... mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles