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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.   |
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. |
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 Advisor
September 2004
Dudley, Fast & Wallace |
How FLPs Can Survive IRS Scrutiny Properly formed and managed entities with true business purpose will succeed in both the gift and estate tax discount games. Business purpose makes the difference: Taxpayers without it are just rolling the dice. |
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
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. |
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 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? |
BusinessWeek
August 4, 2003
Anne Tergesen |
A Tax Deal Too Good to Be True? Rules for family partnerships may get stricter |
Financial Planning
September 1, 2012
Martin Shenkman |
Helping High Net Worth Clients to Act Before Possible Cut in Tax Exemptions Consider the possibilities and problems dealing with wealthy clients seeking to act before a possible cut in tax exemptions. |
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. |
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. |
Registered Rep.
March 1, 2005
Daniels, Leibell & Prince |
Estate of Uncertainty The 2001 tax reform act built uncertainty into the estate-planning process. |
Financial Advisor
March 2004
Eric L. Reiner |
Are You Really Managing For The Long Term? Restricted management accounts can improve returns. |
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
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. |
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. |
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. |
Commercial Investment Real Estate
Nov/Dec 2008
Christopher J. Truitt |
The Partnership Puzzle LLCs may provide the missing piece in real estate tax structures. |
Financial Advisor
November 2004
Saul M. Simon |
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners. |
Financial Planning
May 1, 2013
Ingrid Case |
New Rules for Real Estate Investing Real estate investing is not for everyone - but for interested clients, a good planner can make all the difference. |
Inc.
August 2004
Nadine Heintz |
How I Learned to Stop Worrying and Love the Death Tax While there is scant statistical evidence that small businesses are affected by the so-called "death tax," it is nonetheless considered a bogeyman preying on entrepreneurs and family farms. But you can rest a little easier with these smart, and legal, estate-planning strategies. |
Investment Advisor
February 2009
Lewis Schiff |
Taking Advantage of a Down Economy The value of stocks, bonds, and real estate have dropped to levels that make it advantageous for high new worth clients to transfer assets to heirs. |
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
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. |
Inc.
December 1, 2000
Jill Andresky Fraser |
Estate Planning Despite a presidential veto, the "death tax" is still a hot political issue. What's a small-business person to do? |
Entrepreneur
January 2004
Joan Szabo |
What's Your Type? Buying business real estate? The legal entity you choose could make a big difference in your tax bill. |
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
January 2012
Gail Liberman |
State Of Affairs Most clients are unaware that state death taxes can take a substantial cut of an inheritance. |
Commercial Investment Real Estate
Mar/Apr 2015
Mary Stark-Hood |
Real Estate Asset Protection Ownership of real estate has many benefits from an investment and tax standpoint. There is downside risk, however, since the value of real estate holdings may be significant and can be used to cover damages awarded in a lawsuit. |
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? |
Financial Advisor
November 2003
Raymond Fazzi |
States Exacerbate Death Tax Confusion Planners are groping for answers on estate taxes. |
The Motley Fool
May 3, 2004 |
Why Estate Planning Matters Neglect estate planning and you may leave your loved ones a lot of headaches, and less money. |
Financial Planning
September 1, 2008
Donald Jay Korn |
The Art of Appraisals A smart advisor will fill in an appraiser about the purpose of the evaluation at the time of the engagement. There's nothing wrong with indicating how the appraisal will be used. |
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. |
Real Estate Portfolio
Jan/Feb 2001
Michael Fickes |
A Continental Flair Founded just over a year ago in November, 1999, Amsterdam-based EPRA has so far attracted 78 members, established the first real time index of public real estate companies across Europe, and laid a foundation for promoting a pan-European public real estate industry... |
Registered Rep.
November 2, 2015
David H. Lenok |
A Look Inside The Wealthiest Estate Plans in America How does estate asset allocation change as clients climb the wealth ladder? |
The Motley Fool
June 29, 2006
Dan Caplinger |
Starting a Small Business: Partnerships Establishing your business as a partnership offers flexibility but potential liability. |
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
September 20, 2005 |
Why Estate Planning Matters There are a lot of reasons why you shouldn't ignore estate planning. It's not just a topic for the rich to worry about. Here are some things that estate planning can address. |
Inc.
September 2004
Norm Brodsky |
Street Smarts: Hidden Assets When I realized my land was worth as much as my business, I really fell in love with real estate. |
Commercial Investment Real Estate
Jul/Aug 2006
Richard S. Lehman |
Inbound Investments U.S. commercial real estate professionals should become familiar with the tax benefits available to inbound international real estate investors. |
Financial Planning
February 1, 2013
Martin Shenkman |
Estate Planning Game Changer This year's tax deal could radically shift the way your clients handle tax and estate issues. Here are some strategies to consider. |
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. |
Commercial Investment Real Estate
Nov/Dec 2012
Christopher H. Volk |
To Lease or not to Lease? That is the question corporate managers must answer. |
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. |
Financial Advisor
July 2005
Grove & Prince |
The Affluent And The Federal Estate Tax Reform, repeal--and some sharp differences of opinion: This is the first in a series of articles about the federal estate tax and what the affluent think about it. |
AskMen.com
Michael Estrin |
Estate Planning 101 Hands-on information about planning, wills, probate, attorneys, and more. |
