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Financial Planning May 1, 2013 Scott Wenger |
Editor's Note: Real Estate Returns As the housing market rebounds, advisors face new challenges - and many new opportunities |
Entrepreneur November 2006 Mark Henricks |
Dream Team Always wished you could sit down and chat with the "Rich Dad" and the Donald? We got the chance - and we're sharing their insights with you. |
Commercial Investment Real Estate Nov/Dec 2012 Christopher H. Volk |
To Lease or not to Lease? That is the question corporate managers must answer. |
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. |
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? |
Commercial Investment Real Estate Mar/Apr 2015 Joel H. Schneider |
Creating Value Use real estate leases effectively in Chapter 11 situations. |
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. |
Financial Planning May 1, 2013 Jim Grote |
How to Find Cash-Flow Real Estate Planner Rich Arzaga believes individually owned property is key to a diversified portfolio. Just don t get him started on home ownership. |
The Motley Fool January 23, 2007 Mary Dalrymple |
Rent or Buy? Is it time to take the leap into homeownership? |
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. |
The Motley Fool January 13, 2012 Morgan Housel |
Robert Shiller on Thinking Outside the Box and Seeing Things Others Don't Yale economist Robert Shiller wrote a book, Irrational Exuberance, explaining why there was no way to justify the stock market and real estate booms. |
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. |
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 May 1, 2012 Scott Wenger |
New World, Be Brave Many investors with the means to buy low have been reaping gains. And there are new opportunities in real estate now for planners and investors with a discriminating eye. |
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. |
Entrepreneur August 2003 Mark Henricks |
Owning Up To buy or not to buy? That's the hot-button question if you're renting your business location. |
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 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 December 1, 2012 Ann Marsh |
Massive Wealth Transfer: Clients Rush Before Year's End Advisors have been racing to finish what some say is an unprecedented transfer of wealth to descendants because Bush-era tax exemptions may expire at year s end.. |
The Motley Fool December 2, 2005 Chuck Saletta |
Is Your Home Worthless? As an investment, your home's probably not all it's cracked up to be, even if you've been blessed by the stupendous appreciation of recent years. But investments in the housing sector are another story. |
Entrepreneur April 2005 Mark Henricks |
In Full Boom In "Bubble Boom: How to Profit From the Greatest Boom in History: 2005-2009" Harry S. Dent Jr. predicts a strong economy and offers advice for entrepreneurs. |
Financial Planning August 1, 2013 June Fletcher |
Rent or Buy a Home? More Choose Rental The housing market may be picking up, but many clients have decided to avoid homeownership entirely. |
The Motley Fool June 22, 2007 Dan Caplinger |
Is Renting the Smart Move Now? In a troubled housing market, is staying on the sidelines wise? |
Commercial Investment Real Estate Sep/Oct 2015 Sara S. Patterson |
The Innovator Sheldon Good talked to Commercial Investment Real Estate about his far-reaching and groundbreaking 60-year real estate career. |
Entrepreneur December 2002 Joan Szabo |
Get Your Tax Straight All the last-minute financial secrets a small business needs to get out from under some of that tax burden before 2002 comes to a close. |
Commercial Investment Real Estate Mar/Apr 2012 |
CCIM Connections Economists are mostly prophets of doom these days, but Mark Dotzour, chief economist and director of research for the Real Estate Center at Texas A&M University, has some good real estate news to share. |
Financial Planning March 1, 2013 Martin Shenkman |
Wealthy Need New Trust Strategy With federal estate taxes no longer a threat, the standard planning approach for wealthy couples needs to change. |
Financial Advisor March 2010 Caren Chesler |
Real Estate Horror Tales Investors tell how their dreams of making money went from bad to worse when they started renting their properties. |
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. |
Financial Planning May 1, 2012 Ann Marsh |
Real Estate's Rehabilitation Real estate as an asset class is rebuilding its image by providing much needed stability and diversity for investors. With low property prices, cheap financing and yields that are better than most bonds, the attractions are many, despite the inherent downsides. |
Entrepreneur October 2006 Robert Kiyosaki |
In Control Want to lead a happier, healthier and wealthier life? Start by practicing self-control. |
The Motley Fool October 10, 2011 Lipman & Esterhuizen |
Threat to Homeownership: 5 REITs Being Targeted by Short-Sellers Do you want exposure to the real estate market without having to buy an actual house? |
Registered Rep. March 28, 2012 Lena S. Rizkallah |
TRUSTS & ESTATES: April is National Financial Literacy Month Now more than ever, individuals should become familiar with the financial tools they need to create and follow a budget, manage debt and save for retirement. |
FDIC FYI May 2, 2005 |
FYI Revisited U.S. Home Prices: Does Bust Always Follow Boom? The broadening of the U.S. housing boom during 2004 may imply a growing role for national factors-including the availability, price, and terms of mortgage credit-in explaining home price trends. |
Entrepreneur November 2006 Trump & Kiyosaki |
Think Big Legendary business icons share their inside secrets for building entrepreneurial wealth. |
Financial Planning May 1, 2013 Ilana Polyak |
Picking Baron Real Estate's Hot Properties Perfect timing helped Baron Real Estate s Jeff Kolitch launch the fund with a bang. The next steps are trickier. |
Commercial Investment Real Estate Jan/Feb 2012 Bernard D. Bollinger |
Distressed Opportunities Could an increase in bankruptcy sales change the game? |
Financial Advisor March 2012 Eric Rasmussen |
Is Home Where The Head Is? Home ownership is baked into the American dream. But after the housing bubble burst, some advisors see it as a recipe for disaster if people stretch their means to do it. |
CFO January 30, 2004 Tim Reason |
Poor Move Property tax is one of the biggest tax expenses companies have -- and the hardest to manage. |
Commercial Investment Real Estate Nov/Dec 2015 Sara S. Patterson |
Master Collaborator Straddling the worlds of commercial real estate and law is not always easy. However, Roman Petra, Esq., CCIM, CRE, takes it in stride. |
On Wall Street December 1, 2011 Ann Marsh |
All In The Family In this low interest rate environment, some financial planners are advising their clients to cut the middleman out entirely with intra-family loans. |
Entrepreneur January 2006 Robert Kiyosaki |
Minding Your Business Even though you're an entrepreneur, you may still be thinking with an employee mind-set. And you can't change your business -- and the results you get from your business -- until you change your way of thinking. |
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. |
Commercial Investment Real Estate Mar/Apr 2015 |
Ward Center Evolves The Ward Center will roll out new courses covering real estate taxes, corporate real estate services representation, and business writing. These offerings join the 20 or so existing courses. |
Registered Rep. December 24, 2012 Jim Moniz |
Lessons of the Rich and Famous . . . in Death Many smart and successful people throughout history have made the mistake of not having a good estate plan. |
AskMen.com November 26, 2000 Luis Rodrigues |
Should You Buy Or Rent The Bachelor Pad? It wasn't too long ago that I was looking for a place of my own. I was very serious about it and thoroughly enjoyed going from place to place, in my quest for the perfect condo. The very first question that came to mind was, "Should I buy or rent?" |
AskMen.com May 21, 2012 |
Tips From Millionaires Do nothing with the money for six months. Fast decisions are almost always bad decisions. Keep the money in cash or conservative instruments. |
Commercial Investment Real Estate Mar/Apr 2011 Rowe & Vandaveer |
Before the Build-Out Assess tax consequences prior to leasehold improvements. |
AskMen.com Terence Channon |
Tax Myths These common tax myths will only lead to time-consuming research, and perhaps a higher tax bill instead of a hefty return. |
Entrepreneur November 2003 Paul & Sarah Edwards |
Taxing Matters. Come tax time next year, you'll be glad you decided to start your own homebased business. |