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Registered Rep. November 1, 2006 Jason Van Steenwyk	How to Protect Client Assets What can a financial advisor do to protect clients? Start by learning about asset-protection strategies that allow an individual to create legal barriers and disincentives to potential litigants.
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Registered Rep. September 1, 2004 Daniels, Leibell & Prince	On Ambulance Chasing and Asset Protection There is a need for estate planners to protect client assets from claims that could result from lawsuits. Here are seven characteristics of an effective asset-protection program, all of which should be part of an integrated estate plan.
The Motley Fool June 29, 2006 Dan Caplinger	Starting a Small Business: Corporations Incorporating your small business may handle liability issues, but it can also create tax concerns.
Financial Advisor July 2004 Jeff Schlegel	The Asset Protection Boom Interest in asset protection among the affluent has doubled since 2000.
Financial Planning June 1, 2005 David A. Twibell	Out of Reach How can financial advisers help their clients avoid a potential litigation nightmare? One option is to establish a self-settled asset protection trust (SSAPT).
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Job Journal June 26, 2005	No Small Feat If you are thinking about starting your own business, here are some questions you should ask yourself, a look at possible business structures, and some useful websites.
The Motley Fool June 29, 2006 Dan Caplinger	Starting a Small Business: Partnerships Establishing your business as a partnership offers flexibility but potential liability.
The Motley Fool February 5, 2007 Dan Caplinger	Insuring Your Small Business: Part 3 If you can't buy every type of coverage, you need to prioritize. Without the right insurance coverage, you may be putting the source of your current and future income at risk.
Inc. January 2009	How To: Choose the Right Legal Structure If you are starting a business, or you already run one but haven't thought strategically about its legal structure, you need to take this matter seriously.
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Commercial Investment Real Estate Sep/Oct 2015 Mary Stark-Hood	Succession Planning According to a 2014 Financial Planning Association Survey, the greatest financial challenge facing small business owners is developing a retirement plan and exit strategy.
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 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.
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 December 2005 Gregory Bresiger	Unprotected Clients? Financial advisors must understand how the new bankruptcy law changes the rules of asset protection.
Registered Rep. August 1, 2005 Janet Arrowood	When a Partner Leaves What many partners should do -- and what any rep with an insurance license can help with -- is to fund a buy/sell agreement with life insurance. Before you can come up with the appropriate insurance solution, it is important to understand the thinking that went into the structuring of the buy/sell agreement.
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Commercial Investment Real Estate May/Jun 2014 Richard Hunt	Accessibility Litigation Is ignorance really bliss? The number of lawsuits filed against business owners based on violations of the Americans With Disabilities Act and Federal Housing Administration accessibility requirements grows every year.
Financial Advisor March 2010 Ed Liptak	Passing The Tax Buck Pass-through entities such as LLCs are growing in popularity.
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Financial Advisor October 2006 Grove & Prince	Asset Protection Planning With The Ultra-Affluent Protection of all sorts is an overriding concern for high-net-worth individuals. Most financial advisors are in a good position to identify asset protection opportunities for their clients.
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.
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.
Entrepreneur January 2007 Jacquelyn Lynn	Extra Cushion If you get sued, will your current liability coverage be sufficient? For most growing businesses, the answer is probably no, but increasing your liability limits can be costly.
Entrepreneur October 2006	Small-Business Answer Book Hoping to pull out of a sales slump? Looking to launch your first website, but don't know where to start? Ready to overhaul your company image? Get the answers to your crucial business questions.
Financial Advisor October 2010 Michael J. Reed	Risk Management For Individuals How to match investors' risk appetite with their assets.
Financial Planning October 1, 2011 Martin Shenkman	Star Power When your clients are celebrities or athletes, estate planning takes on new dimensions. While every client is unique, star power brings with it several unique issues that change the entire planning process, creating new risks as well as new opportunities.
Commercial Investment Real Estate Nov/Dec 2011 Tom R. Mounteer	Environmental Risk: 10 Myths Do you really know what your liability is? Buyers, sellers, borrowers, and lenders frequently misperceive environmental liability risk in acquisitions and financings.
Entrepreneur June 2007	In the Know Find out all you can about patents, trademarks and copyrights now - your business will thank you later.
Entrepreneur November 2006 C.J. Prince	Take Cover More and more closely held companies are getting cozy with the LLC, but is a limited liability company right for you?
The Motley Fool October 23, 2006 Tim Beyers	Foolish Advice on Business Liability Insurance Think your business won't get sued? Think again. Whatever the root cause, lawsuits seem to be rising. Here are three questions business owners need to ask themselves before buying liability insurance.
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The Motley Fool June 15, 2005 Stephen D. Simpson	Howdy, Partner: Let's Talk Taxes For those investors who desire an income stream, there are several different types of equities to choose from -- each with its own operational and tax characteristics.
The Motley Fool September 8, 2006 Dan Caplinger	Taxes and Your New Business: Part 1 Know how to steer clear of tax problems as a business owner.
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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.
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 May/Jun 2008 Patrick Nugent	Premium Advice Insurance techniques help multifamily property owners maximize value.
National Defense June 2008 Jerry Stouck	Right and Wrong Ways To Use Others' Patents By statute, the military and other government agencies have the right to use any patented invention to further valid government missions, and this right may be extended to government contractors.
Financial Planning May 1, 2007 John J. Bowen	Rx for Affluent Physicians Here's how financial advisors can approach the wealth management challenges of one attractive niche market.
Entrepreneur May 2005 C.J. Prince	Piece of the Pie If your industry's facing consolidation, forming your own holding company may keep your business from getting swept up by the big guys. It might also enhance your branding opportunities.
Financial Advisor October 2010 Steve Parrish	Time To Rebuild Financial advisors can help battered business owners plan for the future.
Investment Advisor July 2006 Marlene Y. Satter	Insurance Update: Reviewing the Situation When advisors devise financial plans for their clients, there's plenty of work done on the asset management side. When it comes to asset protection, however, there can be a big gap if advisors don't thoroughly review all the types and levels of coverage their clients have.
Registered Rep. April 1, 2008 Mollie Neal	Use It Or Lose It: Tax Planning For 2009 Proper and timely planning throughout the year can yield superior tax savings for your clients.
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