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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.
On Wall Street July 1, 2010 Martin Shenkman	Giving Even When It Hurts Tax laws are rapidly changing, the estate tax remains undecided and the economy is still a bit on the wild side. What issues and technique should advisors be considering with clients during these trying times?
AFP eWire	U.S. Top Taxpayers Get Richer, Give More The top 400 taxpayers in the United States reported income of more than $85 billion in 2005 and gave over $7.5 billon to charity, according to Internal Revenue Service.
Financial Planning February 1, 2011 Martin Shenkman	Two-Year Bonus The 2010 Tax Act is the most significant change in the estate-tax system in quite some time. Yet some of the conclusions and a significant part of the advice your clients have read in the media are misleading.
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.
AFP eWire October 18, 2011	Take Action Today to Oppose Any Tax Reforms That Would Harm Charitable Giving! The Senate Finance Committee held a hearing regarding the charitable deduction and discussed alternatives to the current itemized deduction.
AFP eWire February 14, 2005	Congressional Committee Proposes New Limits on Charitable Deductions A new report by the Joint Committee on Taxation in Congress includes proposals to limit or eliminate certain types of deductions for charitable giving.
Financial Planning April 1, 2011 Martin Shenkman	The Season of Giving Christmas is a long way off, but many of your clients should be planning big stocking stuffers in that spirit of giving that only tax law changes can motivate.
Financial Planning March 1, 2010 Martin Shenkman	Now You See It... There are several strategies financial planners can use to navigate estate-tax repeal. But there's much more to think about. There's also a growing question of whether the repeal is here to stay.
AFP eWire November 8, 2011	Take Action-- Write to Your Member of Congress Take action today to urge your Members of Congress to oppose any tax reforms that would harm charitable giving.
AFP eWire September 27, 2011	Action Alert: Charitable Deduction Will the deficit reduction super committee, composed of six House members and six Senators, consider the cap on itemized deductions?
On Wall Street April 1, 2010 Martin Shenkman	Estate Taxes In Flux: Is The Silver Spoon Tarnished? Financial planners can use various strategies to navigate the estate-tax repeal. But, here's the burning question: Is the repeal is here to stay?
Financial Advisor October 2012 Eric L. Reiner	The Winds Of Limbo Roar Financial advisors need to keep in mind that next year's tax rules could change before, or after, 2013 arrives.
AFP eWire December 20, 2011	AFP, Nonprofit Coalition Urge Congress to Preserve Charitable Tax Deduction The Association of Fundraising Professionals recently circulated a letter urging the Senate Finance Committee and the Members of Congress who were members of the Joint Select Committee on Deficit Reduction to preserve the current charitable deduction.
AFP eWire November 30, 2010	Proposed Deficit Reduction Measures Could Curb Charitable Giving Two organizations tasked with confronting the U.S. federal deficit have issued draft proposals to reduce the deficit.
Financial Planning December 1, 2010 Martin Shenkman	Tell Them Now Whatever the result in Congress as the estate planning environment evolves, planners should make a concerted effort to communicate with clients and help them assess planning.
Registered Rep. April 10, 2012 Conrad Teitell	Trusts & Estates: Washington Legislative Climate for Charitable and Estate Planning How can you advise clients when the Washington legislative tax climate is foggy? And sometimes the fog lifts retroactively.
Financial Planning February 1, 2013 Ilana Polyak	15 Tax Moves for Right Now The eleventh-hour tax deal reached in Washington will require some new strategies for advisors and their clients.
AFP eWire February 28, 2014	Charities, Fundraisers Call New Tax Plan a "Mixed Bag"--Appreciate Simplification, Concerned About Impact on Giving The Association of Fundraising Professionals today expressed its appreciation to Rep. Dave Camp (R-Minn.) for recognizing the unique value of the charitable deduction in his new plan that seeks to simplify the tax code.
AFP eWire September 6, 2005	Charity Reform: Overview of Finance Committee Giving Reform Proposals This month, the Senate Finance Committee is expected to finally introduce legislation that will dramatically affect numerous tax incentives for charitable giving.
Financial Advisor March 2005 Raymond Fazzi	Estate Tax: What Repeal? Many planners are telling clients not to expect the tax to go away.
AFP eWire February 12, 2013 Rick Dunham	Americans Say They Will Pull Back on Giving in 2013: Can That Change...and What Can You Do? While charities are sailing into a headwind in 2013, it's far from a fait accompli that they'll see lower giving levels. Fundraisers need to understand what the giving public is thinking, how they can best connect with them and how to counter the potential negative fundraising trend.
The Motley Fool November 9, 2006 Dan Caplinger	Is Estate Tax Repeal Dead Now? If you were counting on estate tax repeal to solve your estate planning problems, you should think again. With a divided federal government, the estate tax will likely stick around a while longer.
Investment Advisor December 2007 Marlene Y. Satter	A Taxing Dilemma Are your financial advisory clients getting more worried about estate taxes? Help set their minds at ease with these options.
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 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 November 2004 Alan Lavine	Search For Alternatives Crimps Survivorship Sales Despite tax laws that have cut the estate tax bite, survivorship life insurance (SLI) continues as a popular estate planning tool. But it is not the panacea that it was for baby boomers' parents in the late 1980s and 1990s.
Financial Planning May 1, 2008 Martin M Shenkman	Another Door Closes The Supreme Court recently reached a decision that ends the ability of most trusts and estates to deduct investment management fees. It is vital to understand the rules so you can help clients maximize the deductions they might qualify for.
AFP eWire February 4, 2015	Charitable Giving Coalition Letter to the President The Charitable Giving Coalition, a diverse group representing private and community foundations, supports the language included in the Buffett rule proposal in the Administration's FY 2016 Budget that specifically protects the full value of charitable deduction.
AFP eWire June 30, 2009	Help AFP Fight Proposals That Would Limit Charitable Deductions The White House continues to press for harmful limits on charitable deductions to fund healthcare reforms. AFP urges you to contact members of Congress immediately to oppose these measures.
The Motley Fool December 31, 2009 Dan Caplinger	This Billion-Dollar Question Is Still Up in the Air The estate tax is in limbo.
AFP eWire February 4, 2015	AFP Statement on President Obama's FY 2016 Budget AFP is pleased that the Obama Administration recognizes the importance of charities, and the critical part the charitable deduction plays in our society, in its FY 2016 Budget.
Financial Advisor November 2010 Andrew Gluck	Drop Dead Date If you haven't kept up with estate-tax opportunities because they're a complicated mess, now's the time to re-engage.
Registered Rep. March 1, 2005 Daniels, Leibell & Prince	Estate of Uncertainty The 2001 tax reform act built uncertainty into the estate-planning process.
On Wall Street February 1, 2010 Bill Fleming	Opportunities For Advisors Amid Estate Tax Holiday Nightmare High-net-worth individuals might want to consider hiding in a safe house during 2010. Their enterprising heirs have the potential to increase their inheritance by 45% or more due to the current "one-year-only" repeal of the estate tax.
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 March 2011 Eric L. Reiner	Biding Time The 2010 Tax Relief Act offers opportunities for clients and prolonged uncertainty for advisors.
AFP eWire February 16, 2010	AFP Joins Coalition to Urge Obama Not to Limit Charitable Tax Deduction President Obama has included in the FY2011 budget a proposal to limit the value of itemized deductions for charitable contributions.
Registered Rep. November 11, 2010 Jerry Gleeson	Tax Cut Sunset Won't Hurt Philanthropy Some affluent investors are wondering, "Do I skip writing the check this year and make the donation in 2011, when I might need a deduction more?"
Commercial Investment Real Estate Jan/Feb 2013 Mary Stark Hood	Real Estate Gifting Realized: Outright Donations and Bequests This second article in a series on real estate gifting issues covers outright donations, various requirements for a donation to be tax deductible, and bequests.
AFP eWire August 13, 2004	Estate Tax Repeal Hurts Charities, New Evidence Suggests The non-partisan Congressional Budget Office has released two new studies that indicate that the repeal of the estate tax will have a significant negative impact on charitable giving.
The Motley Fool November 13, 2006 Dan Caplinger	Give Away Your Tax Bill Starting to make gifts now can save your heirs from estate-tax pain.
On Wall Street June 1, 2011 Racusin & Stiefel	Budget Proposal Presents Opportunities, Speed Bumps In light of the limited duration of the new tax laws and the president's proposals, advisors should work with clients to take advantage of these opportunities soon.
Financial Planning October 1, 2010 Donald Jay Korn	The Tax Man Cometh If Congress repeats last year's sidestep - all clients with seven-figure net worth will be in estate-tax territory.
Financial Planning October 1, 2010 Martin Shenkman	Estate Issues While the estate tax law remains in limbo, what's a planner to do? Here, some important questions are answered.
The Motley Fool September 15, 2006 Roy Lewis	Death to Itemized Deductions! Taxpayers, if your income is above the limit, you'll lose your grip on some of your itemized deductions. Don't be caught by surprise.
Financial Advisor December 2010 Bruce W. Fraser	Reconfiguring Giving Major changes in attitudes and tax laws may affect the philanthropic advice you give clients.
Financial Planning November 1, 2009 Julian Block	A New Standard As the end of the year nears, clients are once again starting to think about their tax returns. Now more than ever, qualified financial advisors should be ready to provide some information on the choices taxpayers must make.
AFP eWire February 15, 2011	White House Again Proposes Cap on Charitable Deductions President Obama's FY2012 Budget includes a cap on itemized deductions, including charitable deductions, for high-income taxpayers to pay for an Alternative Minimum Tax fix.
BusinessWeek November 1, 2004 Ellen Hoffman	Time To Do Your Tax Checkup There are a few new wrinkles to consider. Perhaps most notable is the state sales tax vs. state income tax deduction. But there are other things to consider, as well.