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Financial Advisor November 2004 David A. Twibell	Understanding Exchange Funds Diversify clients' concentrated positions while deferring taxes with exchange funds.
BusinessWeek June 21, 2004 Anne Tergesen	Letting Go Of Your Big Winner You've made a fortune on one stock. But now is the best time in decades to diversify.
CFO April 1, 2006 Ronald Fink	Overexposed With questions being raised on prepaid variable forwards, many executives may be scrambling for an alternative way to diversify -- and defer taxes. So what should executives with large concentrations of one stock do to diversify and avoid, or at least defer, taxes?
Financial Planning June 1, 2008 Gavin Morrissey	Executive Privilege Immediate income taxation and concentrated equity risk are issues that must be addressed by clients who elect to distribute net unrealized appreciation.
BusinessWeek February 25, 2010	How Hedges Work Here are how the two most common hedging strategies work.
Financial Planning June 1, 2005 Mark S. Longo	The Options Option When and why should financial planners consider using options in client portfolios?
Investment Advisor November 2007 Susan L. Hirshman	Too Much of a Good Thing Financial advisors know the damage that can occur from concentrated positions, but do their clients? The time may be right to have the "concentrated positions" talk with them.
Financial Advisor June 2005 Timothy Kochis	Letting Go Helping clients overcome financial and emotional barriers to diversifying concentrated stock positions.
Financial Planning August 1, 2006 Gavin Morrissey	Flying Blind For financial advisory clients who are corporate insiders with company stock, a blind trust may be their best option. However, it's imperative that advisers work with attorneys who are familiar with blind trusts to ensure that the document includes the proper provisions.
Financial Planning December 1, 2005 Michael Provine	A Healthy Harvest Selling losing positions to offset capital gains and ordinary income is the single most effective way to reduce the tax liability in a client's portfolio.
Financial Planning March 1, 2007 Suzanne McGee	The Right Collar Equity derivatives can keep risk-averse clients comfortable while their wealth stays in the market. Some advisors are pushing the concept of the equity collar into uncharted waters.
Financial Planning May 1, 2005 Russell Wild	To Reinvest or Not to Reinvest Advisers have strong opinions on what to do with dividends and capital gains. But the choice may not be either-or.
On Wall Street November 1, 2009 Elizabeth Wine	Executive Clients: Taking Stock of Their Portfolios One of the top issues advisors to corporate executive clients grapple with is persuading their clients to diversify their portfolios.
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.
Financial Planning October 1, 2005 Jay Quinn	Please Give Generously There are many benefits to clients when giving is incorporated into their overall financial plan, from reducing current income and estate taxes to helping to provide for retirement income. Here's what advisers need to know.
Commercial Investment Real Estate Nov/Dec 2006 Joseph O. Luby	Trust-Worthy Tips Charitable gifts can be a tax-wise alternative for commercial real estate investors.
The Motley Fool December 19, 2003 Roy Lewis	11th-Hour Tax Moves You have less than two weeks to reduce this year's tax bill.
Commercial Investment Real Estate Nov/Dec 2006 Len Jarrott	Considering CRTs Charitable remainder trusts are an exit option for commercial property owners.
Financial Planning July 1, 2006 Dan Wheeler	Hedge Funds, Unplugged Take the buzz out of the hedge fund phenomenon, and you may find less electricity than you think.
The Motley Fool December 22, 2005 Roy Lewis	Last-Minute Tax Moves You're running out of time! Act now, and you can save yourself some tax misery.
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.
Knowledge@Wharton	Hedging Their Risk: Creating a Market for Managerial Stock Options Given the recent volatility in the stock market and the amount of equity top managers often hold, it's not surprising that executives are taking steps to minimize their risk, say Wharton researchers...
Financial Advisor September 2008 Andrew Dodds	Uphill Climb The catastrophic losses suffered by Bear Stearns employees should serve as a wake-up call for all financial advisors. Investment portfolios intended for retirement must be adequately diversified.
The Motley Fool November 30, 2006 Buz Livingston	Charity Begins at Home Here is an overview of the different ways you can give your money away. Cash... Charitable IRA Rollover... Donor-advised funds... etc.
Financial Planning June 1, 2005 Jim Grote	Errors of Construction When setting up charitable remainder trusts, the devil is in the details. How CRTs go wrong gets incredibly complicated, which is reason enough for planners to tread carefully.
Financial Advisor September 2004 Alyn Ackermann	Defying Diversification Advisors already contend with senior executives holding dangerously concentrated positions in their company's stock-and it may get worse.
The Motley Fool December 7, 2006 Elliott Orsillo	Fun With Charitable Gift Funds One option for giving to charity, which is available to many of us, is to donate stock. Donating stock rather than giving cash can have significant tax advantages.
Financial Planning July 1, 2005 Donald Jay Korn	How Super Are Hedge Funds? They're today's happening investment, but advisers and clients who are swooning over hedge funds should bear in mind that there are many reasons these super-investments don't deserve their glorified image.
The Motley Fool July 23, 2008 Dan Caplinger	Be Smart About Taking Profits Deciding when to take some profits off the table is a harder question than figuring out when to sell your whole position. Read on for some tips.
Registered Rep. June 1, 2008 Kevin McKinley	CRUTS And CRATS Charitable lead trusts and charitable remainder trusts: which are better for your wealthy clients?
The Motley Fool December 10, 2004 Roy Lewis	Charitable Contributions of Stock While donating money to worthy causes is wonderful, especially this time of the year, it can be even more wonderful to donate appreciated stock instead of cash. The tax advantages can be well worth it. Here's how it works.
Financial Advisor January 2007 Raymond Fazzi	Collaring Peace Of Mind Asset allocation and diversification are the principal risk management tools used by an advisor in a typical client portfolio. An equity collar strategy offers a different take on risk management.
Financial Advisor March 2005 Cohen & Overgard	So Many Hedge Funds ... So Little Time Similar to concerns about the myriad of mutual fund choices, investors face a similar dilemma about how to choose a successful hedge fund. Thus, selecting a hedge fund can be a daunting task, but not an impossible one for the educated investor.
Financial Advisor November 2004 Alan Lavine	Search For Alternatives Crimps Survivorship Sales Despite tax laws that have cut the estate tax bite, survivorship life insurance (SLI) continues as a popular estate planning tool. But it is not the panacea that it was for baby boomers' parents in the late 1980s and 1990s.
The Motley Fool October 21, 2005 Roy Lewis	Share the Wealth Donating money to worthy causes is wonderful, but you'll get even more tax advantages if you donate appreciated stock instead. Here's how it works.
BusinessWeek September 13, 2004 Anne Tergesen	Time To Hedge On Hedge Funds? New research shows that returns are sliding, and some don't help you diversify.
BusinessWeek December 13, 2004 Adrienne Carter	Their Losses, Your Gains Funds hit hard by the tech bust are back -- with tax holidays for investors.
The Motley Fool October 6, 2008 Jeff Fischer	Free Protection for Your Stocks Options typically get a bad rap as being risky or speculative, but, used correctly to complement a long-term stock portfolio, they're simply tools to help you manage your risk and returns.
The Motley Fool November 5, 2004 Roy Lewis	Are Your Taxes Ready for 2005? Here are some tips to consider while preparing for the new year.
The Motley Fool November 11, 2005 Roy Lewis	The End Is Near. Save Now! The year will be over before you know it. Make sure you know how to save on your taxes before it's too late.
Trusts & Estates March 22, 2002 Robert F. Sharpe Jr.	Philanthropy In Uncertain Times What of the nonprofit sector? How does this sector fare during difficult economic times? Is it societal "fluff" that exists only during times of prosperity, or is it something that is resistant to the economic downturns that periodically affect the for-profit sector?
Financial Planning April 1, 2005 Suzanne McGee	9 Scenarios for the Future: 2010 How will financial planners manage these situations? Scenario #1: Second Home... Scenario #2: Retiring Early... Scenario #3: $50 Million Nest Egg... etc.
The Motley Fool April 16, 2008 Dan Caplinger	Be Tax-Smart With Your Investments Even if stocks lose money this year, mutual fund shareholders still face a tax bill.
BusinessWeek February 25, 2010 Jane Sasseen	Some CEOs Are Selling Their Companies Short With a little help from their bankers, hedging by CEOs, directors, and other senior executives may deprive investors of clues about impending problems at companies.
Registered Rep. April 1, 2008 Kevin McKinley	Giving And Saving With CLTs Here's how high-net-worth clients can use charitable trusts to pass more money to charities now, and cherished family members later -- with much less going to Uncle Sam.
Financial Advisor October 2005 Jeffrey Rattiner	Mining The 1040 Here is a sampling of the types of information that can be found when analyzing a 1040 from a financial planning perspective.
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 Advisor February 2005 Tracey Longo	Guarantees Spur Income Variable Annuities Sales Burgeoning investor interest in guaranteeing some part of their retirement income, especially in this era of diminishing pensions, is spurring more companies to develop a host of new variable products and features.
Financial Planning October 1, 2006 Gavin Morrissey	Trust Toolkit A wealth replacement trust strategy may be the right fit for your philanthropic clients. Because this strategy combines complex areas of trust law, taxation and insurance planning, you should be sure to consult with professionals in these areas before implementing this -- or any -- estate plan.
Financial Planning September 1, 2005 Kathy Gevlin	Bookshelf Managing Concentrated Stock Wealth: An Advisor's Guide to Building Customized Solutions, by Tim Kochis shows advisers how to minimize risk and maximize opportunities for clients with a significant portion of their wealth in one stock.