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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.
The Motley Fool May 31, 2006 Dan Caplinger	Estate Planning: Winding Down As the nest empties for mature adults, estate-planning needs can change yet again.
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.
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.
Registered Rep. August 1, 2004 Daniels, Leibell & Prince	Of Death and Decoupling Due to provisions set to kick in next year, in many states the "credit shelter/marital will" plan may now result in a significant state estate tax, because of a phenomenon known as "decoupling."
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.
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 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.
Financial Advisor November 2004 Saul M. Simon	Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners.
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.
Financial Advisor September 2005 Grove & Prince	The Affluent And The Estate Tax The affluent are far from unanimous when it comes to the state and the fate of the estate tax, especially when they're segmented by their source of wealth into those who made their millions and those who inherited their money.
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.
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.
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.
Investment Advisor May 2006 James J. Green	Tax Advisor: Quite a Gift Lenox Advisors partner Tom Henske gives clients a precious commodity: time. In this interview, Henske discusses taxes, high-net-worth clients and his firm's approach to tax planning.
The Motley Fool December 3, 2004 David Braze	Roth IRA Conversion Considerations This is a good time of year to be thinking of your IRA plans. The ability to ultimately take tax-free withdrawals from a Roth IRA makes a conversion seem attractive.
The Motley Fool March 15, 2004 Selena Maranjian	Don't Fight for Money An unplanned estate can tear a family apart in unexpected ways.
BusinessWeek December 22, 2003 Anne Tergesen	The Many Lives Of The Death Tax Wealthy estates could end up paying a lot as several states get aggressive.
Financial Advisor March 2007 Gregory Bresiger	Distribution Nightmare Ready to rollover a client's inherited nonspousal IRA? Look out, financial advisor! There's plenty of danger just around the corner, if one is not a tax specialist.
The Motley Fool September 16, 2004 David Jacobs	Keep It in the Family The IRS is gunning for your inherited IRA. Follow these steps to avoid costly penalties.
The Motley Fool June 1, 2005	When Do You Need a Financial Advisor? Just about anyone who goes through some life changes needs to reevaluate his or her personal financial situation.
Financial Advisor August 2005 Grove & Prince	The Affluent And The Federal Estate Tax For America's taxpayers and the politicians who represent them, few issues are as controversial and contentious as the federal estate tax.
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 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.
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.
Financial Advisor March 2005 Marla Brill	Investing IRAs In Real Estate It may be a controversial investment option, but more clients are doing it with advisors' help.
Entrepreneur July 2004 Scott Bernard Nelson	Will Power Build flexibility into your estate plan so heirs can avoid the pitfalls of changing tax laws.
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.
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.
Registered Rep. May 1, 2005 Kevin McKinley	Splitting Heirs Becoming a financial expert in the byzantine regulations governing large retirement distribution and estate-planning loopholes will elevate your status in the high-net-worth investor community, and your earnings should rise accordingly.
The Motley Fool January 6, 2004 Robert Brokamp	5 Reasons You Need an IRA Reduce taxes, build wealth, retire in style -- and stop throwing your money away.
Registered Rep. June 1, 2006 Lynn O'Shaughnessy	Rolling Up the Rollovers Financial advisors who embrace IRA-distribution planning gain the wealth of a virtually untapped niche market. Here's how to get started.
On Wall Street January 1, 2009 Bennett Voyles	Moving to a Roth IRA in a Bear Market The down market may be a good time to consider changes in your clients' retirement accounts.
Wall Street & Technology April 26, 2007	Advent Releases Advent Revenue Center, a Billing and Revenue Management Tool The solution enables asset management organizations to streamline multiple billing structures that are tailored to the needs of individual clients in order to eliminate redundant manual work and minimize errors.
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.
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.
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.
Registered Rep. November 1, 2005 Kevin McKinley	Doing the Family a Favor When you suggest to your recently retired clients that they consider moving money from an IRA to a Roth IRA, you may not want to highlight the fact that this year's check to the IRS is going to be a bit bigger than expected.
The Motley Fool July 22, 2004 Robert Brokamp	The Cost of Not Saving for Retirement You are paying today for every dollar you don't put into your 401(k). The tax savings on your contribution is reason enough to save. There are plenty of other incentives, too, including one that might be worth even more.
Financial Advisor May 2004 Michael E. Kitces	Disunification Hits Estate And Gift Taxation The death of the unified credit makes things tricky.
On Wall Street June 1, 2010 E. Thomas Foster Jr.	The Myths and Realities of Roth IRA Conversions Think the conversion privilege is just a one-year opportunity? Think again.
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.
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.
The Motley Fool March 3, 2009 Selena Maranjian	Much Ado About Taxes Our tax code includes nearly 4 million words, and preparing returns costs taxpayers about 7.6 billion hours and $193 billion each year. A few facts about taxes.
Reason May 2004 Julian Sanchez	Data: State Squeeze A study finds state and local taxes on business - including property, sales, and corporate income taxes - growing at an accelerating rate.
Financial Advisor March 2005 Raymond Fazzi	Estate Tax: What Repeal? Many planners are telling clients not to expect the tax to go away.
The Motley Fool September 14, 2009 Dan Caplinger	3 Ways You Can Beat Higher Taxes Beat the IRS by getting your investments in shape.
Financial Planning February 1, 2005 Jennifer A. Liptow	Bookshelf Parlay Your IRA Into a Family Fortune, by Ed Slott is a comprehensive guide that addresses the IRA planning needs of clients.
Entrepreneur August 2004 Scott Bernard Nelson	Leave It to Them Make sure your family gets what it needs by including a disclaimer provision in your estate plan.