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Financial Planning July 1, 2005 David A. Twibell	Too Much of a Good Thing To avoid considerable risk, clients with a large part of their wealth tied up in one company's stock need to diversify or hedge these concentrated positions.
On Wall Street October 1, 2010 Jaime Levy Pessin	The Multi-Million Dollar Tax Hit For some high-net-worth clients, a complex tax deferral strategy, known as prepaid variable forward contracts, seems to have caused more problems than it solved.
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.
Investment Advisor December 2005 Tere D'Amato	The Tax Advisor: The Fine Print You can defer taxes with a private annuity trust. But do so carefully. Putting the strategy into play can be challenging and carries risks often not fully considered.
Financial Advisor November 2004 David A. Twibell	Understanding Exchange Funds Diversify clients' concentrated positions while deferring taxes with exchange funds.
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 March 2007 Savita Iyer	Uncle Sam May Take His Cut Private annuity trusts lose their luster as the IRS nears a final decision on this estate planning tool.
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 Advisor January 2007 Gail Liberman	Death Of A Tax Shelter? A proposal by the Treasury Department and the IRS has effectively killed the private annuity trust as a way to postpone taxes on the sale of appreciated property.
CFO July 15, 2008 Alix Stuart	Don't Mess with the IRS The IRS is taking companies to court more often, and winning. Is it time to rethink your tax position?
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.
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 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 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.
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.
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.
The Motley Fool February 8, 2007 Dan Caplinger	Make the Most of Stock Options: Taxes Stock options can be beneficial to both employees and their employers. In determining the best way to use your options, however, you have to understand the way they're treated for tax purposes.
Registered Rep. September 1, 2004 Namita Devidayal	A Fitting Problem Having found the securities industry severely wanting in its policing of research conflicts, market-timing and fee disclosures, the regulators are looking to see if similar abuses exist in the insurance industry.
Financial Advisor May 2005 Gail Liberman	Understanding Real Estate Exchange Deals Here are some guidelines to help financial advisors assess the value of 1031 real estate exchanges.
BusinessWeek February 25, 2010	How Hedges Work Here are how the two most common hedging strategies work.
Entrepreneur June 2005 Scott Bernard Nelson	Gain Change New IRS guidelines make things a little easier on your home office by allowing you to defer capital gains after a move.
CFO November 1, 2004 Don Durfee	Shelter Fallout How much will the government's crackdown on tax shelters affect ordinary companies? More than you think. And not surprisingly, some finance professionals find the government's tactics alarming.
CFO Andrew Osterland	Ready to Pounce? The IRS has taken a predatory stance against tax shelters. But several court decisions have altered the rules of the chase...
The Motley Fool October 8, 2009 Dan Caplinger	These Stocks Will Help You Beat the IRS Stay aware of taxes, and you'll keep more of your money.
Registered Rep. December 1, 2004 Kevin McKinley	Make a Killing on Kindness The fact remains that assisting benevolent activities involves two components shared by most successful financial advisors: working with rich people and being near money in motion.
Financial Planning June 1, 2013 Elizabeth Wine	New Approach for Charitable Trusts Charitable lead annuity trusts have become even more attractive because of a recent U.S. Tax Court ruling.
Financial Planning February 1, 2012 Deena Katz	Giving It Away Charitable tax planning for clients may peak in the later months of the year, but it is really a year-round activity, and the first quarter is not too soon to start thinking about it.
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?
CFO August 1, 2007 Marie Leone	Lessons in Sitting Pretty Many "paper millionaires" understand less about their stock options than they think.
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.
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.
Registered Rep. March 1, 2008 Kevin McKinley	Gimme A Break Tax breaks for charitable giving.
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.
The Motley Fool September 3, 2004	Calculating Gains on Old Stock You may have to pay a bundle in taxes if you can't find your purchase price.
The Motley Fool January 27, 2006 Roy Lewis	Prepare to Prepare! Here's what you'll need to do this year's taxes: Investment records... Retirement accounts... Family and home... Charity and miscellaneous... Keep everything!...
Entrepreneur November 2008 Scott Bernard Nelson	Doing Well By Doing Good Financial planners say giving money away can make financial sense, even for relatively young earners.
BusinessWeek December 4, 2006 Aaron Pressman	Don't Wait Till April The end of the `06 tax year is upon us, so it's time to put your house in order. Here's a list of five places to start.
Registered Rep. September 29, 2015 Kevin McKinley	Five Tax-Smart Strategies For Turbulent Markets Here are five steps your clients can take to boost their net returns by reducing their income taxes and capital gains taxes.
The Motley Fool January 16, 2004 Roy Lewis	Paperwork for Tax Preparation The IRS has your information, and will make sure you include it on your return.
The Motley Fool January 7, 2005 Roy Lewis	Tangled in Tax Records? You've got forms and reports everywhere. What should you keep?
Entrepreneur December 2009 Rosalind Resnick	What a Little Giving Can Get You In the spirit of the season, our gift to you: 4 ways to give a little - and get a little back.
The Motley Fool February 19, 2010 Dan Caplinger	Take Your Options and Run Exercising stock options now might be the smart move, because of tax consequences.
The Motley Fool November 15, 2007 Claire Stephanic	Now May Be a Terrible Time to Invest Because most mutual funds distribute income and net capital gains to shareholders in November or December, the profit from the sale of these securities is taxed; buy now and you may end up paying more taxes than you should.
Financial Planning August 1, 2009 Martin M. Shenkman	Keep Giving Charities need your knowledge to guide past and prospective donors in how to give now. When times were good, people gave because they felt rich or their accountant said they needed the tax write-offs. Your expertise can help clients see how to continue to give in today's different circumstances.
Inc. April 2007	Branding and Cashing Out When to use stock photos; how to minimize taxes when selling a business.
The Motley Fool March 27, 2009 Dan Caplinger	Cut Your Taxes With This Easy Step Choose the right shares to sell and save.
The Motley Fool April 30, 2004 Roy Lewis	It's Always Tax Time Make next April less taxing. Plan your taxes throughout the year.
Financial Planning January 5, 2008 Donald Jay Korn	Zero Can Be Positive High-income clients who want to avoid tax on investment income can put their money into municipal bonds and funds for tax-exempt interest. As of 2008, there's a new way to get a break.
The Motley Fool July 17, 2009 Dan Caplinger	You Can Save Thousands Without Lifting a Finger Rather than cashing in the long-held winning stocks in your portfolio, you may find that by holding onto those winners, you can legally avoid paying huge amounts of money to the folks you'd least want to have it -- the IRS.
The Motley Fool March 14, 2011 Selena Maranjian	7 Things You Don't Know About Taxes The right moves could mean the difference between money wasted and money saved.