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Financial Planning
April 1, 2005
David Grau |
Make Them Say Yes Once they have found the right practice to buy, financial advisers should follow these steps to make sure they get noticed in a seller's market.   |
Financial Planning
January 1, 2007
David Grau |
The Impact of Taxes When it comes to taxes, financial services practice succession isn't always well planned. What you don't know can hurt you, at the worst possible time. |
Commercial Investment Real Estate
Jan/Feb 2010
Usow & Newburn |
Loan to Own Seller financing attracts potential buyers in a constrained market. |
Commercial Investment Real Estate
Jan/Feb 2011
Andrew Maguire |
Deposit Disputes How can transaction parties avoid earnest money conflicts? |
The Motley Fool
April 15, 2004
Selena Maranjian |
The 6% Solution Be a little creative, financially, when you buy your next house, and you might profit. |
Commercial Investment Real Estate
Jan/Feb 2014
Andrew Maguire |
Self-Storage Strategies Box up these acquisition considerations. In 2012, The Wall St. Journal reported that public self-storage real estate investment trusts outperformed their office, apartment, and hotel competitors. |
Financial Planning
May 1, 2005
David Grau |
Deal Breakers What are the problems that derail purchases of financial advisory practices, and how can you avoid them. |
Commercial Investment Real Estate
May/Jun 2004
David M. Gorenberg |
Foreign Affairs Amendments to the Foreign Investment in Real Property Tax Act change the tax game for international investors in U.S. real estate. |
Commercial Investment Real Estate
May/Jun 2015
Donald J. Valachi |
Lease Option or Sale? What is the economic reality of your transaction? |
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. |
Commercial Investment Real Estate
Mar/Apr 2007
Michael S. Weiner |
A Good Clause Landlords, tenants, and real estate buyers and sellers would be well-advised to pay particular attention to force majeure language to protect from natural and human disasters. |
Commercial Investment Real Estate
Nov/Dec 2015
O'Donnell & Rubin |
1031 Exchanges Every investor can use this reinvestment tool. |
Financial Planning
February 1, 2005
David Grau |
Research Assignment When buying or selling a financial advisory firm, due diligence may be the most important thing you do before signing on the dotted line. |
Commercial Investment Real Estate
Nov/Dec 2010
Patrick J. DiCesare |
Due Diligence: Digging Deeper Now more than ever, investors must be extra diligent to substantiate value. |
Commercial Investment Real Estate
Sep/Oct 2007
David A. Adkins |
Best Buys Structured sales can provide profitable advantages for both purchasers and sellers of investment properties. |
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. |
Commercial Investment Real Estate
Mar/Apr 2003
Ronald L. Raitz |
Reverse Exchanges Offer Investors Tax-Saving Benefits In an Internal Revenue Code Section 1031 exchange, when an investor must purchase the replacement property before the relinquished property can be sold, he should consider using a reverse exchange. |
Commercial Investment Real Estate
Nov/Dec 2006
McCready et al. |
A PAT Answer Upon the sale of highly appreciated commercial real estate assets, investors must decide whether to pay the capital gains taxes that are due or use a method to defer the taxes. Private annuity trusts offer one approach to tax deferral. |
Financial Planning
June 1, 2005
David Grau |
An Overlooked Legacy As much as buying or selling a financial advisory practice is about change, continuity is critical. That means keeping systems, processes, and clients in place. |
Commercial Investment Real Estate
Nov/Dec 2005
Stephen A. Wayner |
Contract Exchanges When attempting to navigate the path that leads to successful 1031 exchanges for pre-construction condominium contracts, commercial real estate professionals and investors should seek legal and tax counsel on their transactions. |
Financial Planning
September 1, 2005
David A. Twibell |
For Sale Signs Savvy financial advisers can benefit from the coming avalanche of baby boomers ready to sell their financial businesses and retire. |
InternetNews
April 15, 2009
Michelle Megna |
eBay to Referee Customer Disputes eBay's new dispute resolution process may anger sellers over refund reimbursement clause. |
Commercial Investment Real Estate
May/Jun 2012
Marna E. Mignone |
1031 Timing Reverse exchanges can go in either direction. |
Commercial Investment Real Estate
May/Jun 2009
John F. Dougherty Jr. |
Do It Right: The ABCs of Due Diligence for Distressed Properties While today's market offers plenty of opportunities in distressed properties, buyers must conduct in-depth due diligence to determine what a property is worth. |
National Real Estate Investor
February 1, 2005
Carlos Treistman |
How to Minimize Investment Risk in Latin America Imagine your company is given an incredible opportunity to enter into a significant joint venture involving prime commercial real estate in the heart of Buenos Aires, Argentina. |
Commercial Investment Real Estate
May/Jun 2008
Jennifer D. Sherrill |
Making the Corporate Cut There are special considerations that real estate professionals need to know to secure corporate business and making sure that corporate clients' unique real estate needs are understood, appreciated, and addressed. |
Financial Planning
November 1, 2007
Julian Block |
No Relief How do you advise a client who's selling a house at a loss? Very, very carefully. |
Commercial Investment Real Estate
Nov/Dec 2009
Lynn & Greene |
The Auction Advantage Accelerated marketing gains traction in today's troubled market. |
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
March 1, 2012
Donald Jay Korn |
Settling Down A financial planner may find it difficult today to help a client sell a life insurance policy at an appealing price. Nevertheless, some policies are being sold, so planners might want to consider exploring the possibility with clients who are likely candidates. |
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. |
The Motley Fool
November 29, 2006 |
Post-Tax Records to Keep Receipts and statements may be fleeting, but tax returns are forever. |
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. |
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. |
Commercial Investment Real Estate
Jan/Feb 2007
David A. Adkins |
Cashing Out Investors can use the structured sales concept to exit completely from real estate holdings. |
The Motley Fool
December 22, 2003
Roy Lewis |
Records You Need to Keep Don't get caught without them, come tax time. |
Investment Advisor
October 2005
Grau & Grable |
The Wisdom of the Crowd Yes, buyers are paying more for financial advisory practices. But we can learn much from these wise buyers. |
Commercial Investment Real Estate
Jan/Feb 2003
Thayne Needles |
Review the Fundamentals of Section 1031 Like-Kind Exchanges Taxpayers planning to sell, purchase, or construct real property should review the possibility of conducting an Internal Revenue Code Section 1031 like-kind exchange to defer the incurrence of federal and general state income taxes on the capital gain. |
Commercial Investment Real Estate
May/Jun 2011
Michael P. Hedden |
Bid vs. Ask Motivated investors are closing the pricing gap on institutional assets. |
National Real Estate Investor
May 1, 2006
Kenneth J. Rogers |
New Rules on Intangibles Unlike tangible assets, intangible assets are generally not taxed in most states. However, to the extent that these intangibles are reflected in the sale price of real estate transactions, assessors are inadvertently including them when reassessing property based on the reported sale price. |
Entrepreneur
October 2004
Crystal Detamore-Rodman |
An Acquired Taste Before you buy that business you're craving, consider seller financing to sweeten the deal. It not only gives you additional comfort, but also some protections and advantages that you otherwise might not have. |
Financial Planning
December 1, 2012
Donald Jay Korn |
Hot Swap: Property Exchanges for Retiring Baby Boomers As boomers retire and relocate, these tax-deferred deals offer a sweet way to offload real estate investments. |
National Real Estate Investor
November 1, 2005
Beth Mattson-Teig |
Bidding Wars Raise Stakes The burgeoning 1031 exchange market attracts a wide range of investors, from corporations and real estate investment trusts to individuals selling condos or other rental properties. But deferring capital gains taxes can lead to costly mistakes. |
The Motley Fool
April 13, 2005 |
How to Buy a House Don't make common, but costly, mistakes. |
AskMen.com
Michael Estrin |
11 Tips For Buying A Home With so much riding on your home, you'll want to save money wherever you can, because where you save money, you make money. Here are some tips on how to buy a house for less. |
PHONE+
Weldon Long |
Effective Questioning Combats Centuries-Old Selling Problem The author explains how effective questioning can direct the sales process to a successful conclusion for both the buyer and the seller. |
The Motley Fool
February 21, 2007
Mary Dalrymple |
Study Before Selling Your Life Insurance If you shun full-service brokers and their high commissions and fees, don't fall for a life settlement that's more in your advisor's interest than your own. |
The Motley Fool
August 5, 2005 |
A Buyer Broker Can Help You Not all real estate brokers have your best interest at heart -- be choosy. |
Financial Planning
June 1, 2006
David Grau |
Taking Your Value to the Bank You found the perfect buyer for your financial services practice, got your price and you're retiring. How do you make sure the buyer pays as promised? |
The Motley Fool
March 26, 2007
Mary Dalrymple |
Buyer and Seller Beware Online auction fraud outranks all other Internet complaints. In general, most people who trade on online auction sites are trustworthy, but be on the lookout for the exceptions by heeding these cautions from the FBI and the FTC. |
