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Registered Rep.
June 19, 2012
Alan Lavine |
Best Small Business Insurance Strategies Few financial advisors counsel their small business owner clients on insurance, but they should. Insurance funded by buy-sell agreements is essential for most of these clients.   |
Investment Advisor
August 2007
Thomas D. Giachetti |
Internal Medicine Because of the "graying" of the industry, it is increasingly important for advisory firms to consider succession planning issues, whether via internal succession or an external acquisition or sale. Critical to any successful succession is having the appropriate underlying documents in place. |
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
October 1, 2009
Martin M. Shenkman |
Succession To-Do List Succession planning is a vital component of every estate and financial plan for every professional client and business owner. Here are ten succession planning tips. |
Registered Rep.
March 1, 2007
Ayres & Jones |
It Takes a Team When helping a family-owned business develop a succession plan, the financial advisor must act as the quarterback (checking his ego at the door) to get all the right people to cooperate. |
Registered Rep.
June 2, 2015
Carol Kroch |
Turning a Lifetime of Collecting into a Legacy There are essentially two main options for transferring a valued collection -- either passing it along to family or donating it to charity -- each with its own estate planning implications. |
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. |
Entrepreneur
November 2006
Carol Tice |
Lost in Transition If you don't take steps to ensure your company's future now, you may not have the chance later. Here's how to plan for a smooth business transition. |
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. |
Financial Planning
September 1, 2006
David Grau |
Internal Affairs For the small financial planning practitioner, selling to an employee is a daunting challenge that most owners never understand -- until it's too late. |
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
August 2009
Tere D'Amato |
Seeing Clearly Now Financial turmoil makes this a perfect time for advisors to breathe new life into estate plans. |
PHONE+
August 27, 2009
Philip Josephson |
Exit Stage Right By Driving Value If you are an owner of a company, it is important to create an exit plan and to create and preserve value within your company. |
Financial Advisor
March 2011
Deborah L. Jacobs |
Making The Move Now may be the time for some clients to shift a costly home to their children. |
Financial Advisor
May 2008
Rebecca Pomering |
Adding New Owners Internal transition is the desired growth plan and succession plan for the vast majority of advisors and good planning, strategic thinking and thoughtful implementation will allow many to enact a transaction that ensures the desired outcomes for their staff, their clients and themselves. |
Financial Planning
July 1, 2009
Donald Jay Korn |
Filling the Gaps Clients who own small businesses are likely to face problems in this uncertain economy, and financial planners can help address at least some of their issues. |
Registered Rep.
November 1, 2005
Daniels, Leibell & Prince |
A Plan for All Seasons A buy-sell agreement is an important component of a business owner's estate plan, but unless it is properly drafted and tailored to the particular circumstances, it can do more harm than good. |
Financial Planning
January 1, 2007
David Grau |
The Impact of Taxes When it comes to taxes, financial services practice succession isn't always well planned. What you don't know can hurt you, at the worst possible time. |
Financial Advisor
March 2008
Eric L. Reiner |
Protecting The Ranch With the specter of estate tax reform under a new president, here are some ideas to protect your assets. |
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. |
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. |
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. |
Financial Planning
October 1, 2010
Mindel & Sleight |
The Family Way Transferring a family business is a legal, financial and emotional tangle. Here are some strategies to help clients do it right. |
Financial Advisor
November 2004
Eric L. Reiner |
Ruling On Grantor Trusts Eliminates Gift Tax Worries IRS pronouncement abets defective-trust strategies. |
BusinessWeek
January 30, 2006
Anne Tergesen |
Interest Rates And Your Estate Even small changes can affect what you'll pass along to your heirs, so bear these tips in mind when shopping for trusts. |
Registered Rep.
May 27, 2011
Jerry Gleeson |
Gift Tax Exemption Jumps, But Not Everyone's Feeling Generous By gifting assets, donors can remove them permanently from their estates, lowering the estates' future value and leaving them less exposed to estate tax liability when the donor dies. |
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. |
Financial Planning
May 1, 2008
Jeanne Lee |
Protection Money Financial planners can cement their position as trusted advisors to small business owners by starting conversations about succession plans that provide a legacy for their families. |
Inc.
December 1, 2000
Jill Andresky Fraser |
Estate Planning Despite a presidential veto, the "death tax" is still a hot political issue. What's a small-business person to do? |
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. |
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. |
CFO
March 1, 2007
Marie Leone |
Beware the Fine Print Despite some welcome improvements, variable annuities still scream ''caveat emptor.'' |
Investment Advisor
January 2009
Lewis Schiff |
What to Do with the Family Business If your client sells their business, would their children be in a better financial and personal position without the additional role of small business owner? |
Registered Rep.
July 24, 2014
David Grau Sr. |
Charting Your Succession Course The author delineates the usual alternatives for selling an advisor practice. |
Investment Advisor
December 2006
Charles Goldman |
Do It Now; Do It Right It's important for financial advisors to look ahead and ask the question: How do you plan to exit the business? If you're not sure, it's time to consider your options -- sell externally or internally -- and create a business transition plan that spells out the future of your firm. |
Financial Planning
November 1, 2007
David Grau |
Protecting Equity As independent advisors move to evaluate, build and realize the equity in their growing practices, one holdover succession practice threatens to undermine their progress. |
Financial Planning
September 1, 2009
Hamburger & Walter |
The Missing Piece Succession issues arise with every business, but they're more personal and are subject to more emotions in an entrepreneurial, closely held, professional services firm. |
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. |
Financial Planning
June 1, 2010
Daniel Seivert |
Transfer of Power Fewer than 10% of practice owners have developed formal succession plans. Isn't it time you put one in place? |
Investment Advisor
January 1, 2011
Mark Tibergien |
The Day You Call It A Day The majority of advisors who wish to retire in three years are no more prepared for their exit from the business than those who plan to retire in 10 years. |
U.S. Banker
December 2008
Anthony Malakian |
Death, Taxes, and Opportunity In a Down Market At the end of every calendar year, tax, investment and succession planning are topics of intense interest for wealth management teams and their high-net-worth clients. This year, they have a particularly long list of topics to discuss. |
Entrepreneur
February 2006
C.J. Prince |
Know Thy Worth If you want to get the right valuation for your business, be sure to find the right valuation expert for the job. |
Financial Planning
May 1, 2012
Ed Slott |
Newfangled Annuities A new tool has been proposed to help their clients manage the pace of distributions from their retirement accounts and to ease their fears about outliving their life expectancy. In February, the IRS released proposed regulations about the establishment of "qualified longevity annuity contracts." |
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. |
Financial Planning
March 1, 2007
Tere D'Amato |
Buy-Sell Review If your financial advisory clients are business owners, updating their buy-sell agreements should be a regular exercise. |
Financial Advisor
October 2006
David J. Drucker |
The Equity Fallacy You should have a clear vision of where you want to take your financial firm, including your own succession plan; hire to meet that growth objective, determining whether dedicated or entrepreneurial employees (or some combination of the two) will get you there; and devise the appropriate incentives. |
Financial Planning
July 1, 2005
David Grau |
The Right Exit Option Should you sell your financial planning practice to an internal or an external buyer? Each strategy has its advantages. |
Investment Advisor
March 2010
Mark Tibergien |
Formulas for Success: What's a Young Advisor to Do? There is evidence that young advisors feel stymied in their efforts to acquire interests in their firms. |
The Motley Fool
June 27, 2006
Dan Caplinger |
Protecting Your Small Business If your business partner moves on, make sure your business can still prosper. |
Financial Advisor
October 2010
Steve Parrish |
Time To Rebuild Financial advisors can help battered business owners plan for the future. |
