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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. |
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. |
The Motley Fool
June 29, 2006
Dan Caplinger |
Starting a Small Business: Partnerships Establishing your business as a partnership offers flexibility but potential liability. |
Investment Advisor
August 2005
Tere D'Amato |
The Tax Advisor: The FLP: Dead or Alive? Despite increased IRS scrutiny, family limited partnerships can still be great estate planning tools. |
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. |
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. |
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. |
Registered Rep.
November 1, 2002
Jonathan Arfa |
Breaking Up Is Hard to Do Brokers partner up for a variety of reasons. Some kind of contract is needed when a partnership between members of a team of brokers is formed, whether it be between a senior broker and junior colleagues or just between two seasoned brokers. Brokers should consider this contract seriously. |
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. |
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 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. |
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. |
Registered Rep.
October 1, 2002
Roy M. Adams |
An Estate Planning Disaster Averted Family limited partnerships and limited liability companies are useful estate planning tools. The verdict in the Hackl case showed that the gift tax exclusion may not apply to gifts of partnership units or LLC interests if things are not structured carefully. |
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? |
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. |
BusinessWeek
August 4, 2003
Anne Tergesen |
A Tax Deal Too Good to Be True? Rules for family partnerships may get stricter |
Entrepreneur
April 2008
Guy Kawasaki |
Tying the Knot Partnering is an art, so make sure everyone sees eye to eye with these 8 tips. |
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. |
Financial Advisor
March 2004
Eric L. Reiner |
Are You Really Managing For The Long Term? Restricted management accounts can improve returns. |
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 Advisor
January 2012
Gail Liberman |
State Of Affairs Most clients are unaware that state death taxes can take a substantial cut of an inheritance. |
Financial Planning
April 1, 2006
Michael E. Kitces |
Partnership Problem In the financial planning profession, is the promise of a partnership the only way to adequately reward key employees? |
Bank Systems & Technology
September 17, 2008
Katherine Burger |
False A global partnership agreement simplifies SWIFTNet implementation for customers using Microsoft technology. |
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. |
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. |
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. |
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
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 Planning
November 1, 2011
Martin Shenkman |
Outcome Pending Many clients won't move forward on tax and estate planning now because of the tremendous uncertainty in Washington over tax laws. |
Entrepreneur
March 2006
Marc Diener |
Two's Company Before you start negotiating a business partnership, take these three key steps. |
The Motley Fool
September 7, 2006
Dan Caplinger |
Forming Your New Business Get your company off to the right start. By making sure that you correctly perform the initial tasks of establishing your business, you can confidently turn your attention to the other challenges you face as an entrepreneur. |
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. |
Financial Planning
October 1, 2011
Matthew F. Erskine |
To Collect and Protect The owners thought estate planning wouldn't take much. With unique assets, things aren't always so straightforward. Owners of such assets - such as family businesses, legacy real estate and valuable art, coin and other collections - need to consider specialized risk management. |
Financial Planning
June 1, 2011
Martin Shenkman |
Filed Away Every advisor knows to ask a potential client whether he or she has a will, a living trust or an insurance trust. But if an advisor wants a thorough picture of a prospective client's estate plan, the line of inquiry has to be broader. |
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. |
Financial Planning
April 1, 2007
Sheryl Garrett |
Co-Owning a Home One way to play the high-priced real estate market is to buy a home with friends or family. |
Commercial Investment Real Estate
Jan/Feb 2008
Laine T. Wagenseller |
The Write Stuff When partnerships sell commercial property, industry professionals must secure the written authorization of all the partners or co-owners on both listing and purchase agreements to ensure that contracts are legally binding. |
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. |
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? |
Financial Advisor
November 2010
Michael Brier |
Location, Location Your clients may enjoy lower taxes if they move to another state, but they should be aware of the rules to avoid new tax problems. |
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.
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 Advisor
March 2005
David L. Lawrence |
Merging Options Five steps may help you avoid pitfalls and make your financial advisory practice merger a success. |
Commercial Investment Real Estate
Nov/Dec 2010
Cara Lowe |
Business Breakups Preparation pays off when partnerships dissolve. |
Registered Rep.
September 1, 2005
Anne Field |
Staying Together Is Hard to Do Enter into an LLC with your eyes wide open and don't expect that a solid legal structure will protect you against the human factors that make or break a partnership. While you can't guarantee that your venture will succeed, you can go a long way toward preventing it from imploding. |
On Wall Street
January 1, 2013
Mira Fine |
Tax Tips for Business Owners What advisors can still do to protect business owners assets even though last year is gone. |
Commercial Investment Real Estate
Sep/Oct 2013 |
CCIM Connections As the National Association of Realtors' senior policy representative for federal taxation, Evan Liddiard keeps close watch on tax laws affecting both residential and commercial real estate. |
Pharmaceutical Executive
October 1, 2005
Fine & Meyer |
An 11-Step Program to Navigating Partnerships Commercial partnerships are an effective way to differentiate both research institutes and biotech companies. It is critical to recognize that while financial return is the primary driver of a commercial partnership, the cultural fit can sustain its success. |
The Motley Fool
April 12, 2010
Dan Caplinger |
Are These Investments Worth the Tax Hassle? Certain ETFs can bring big hassles. |
