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Financial Planning January 1, 2005 Rebecca McReynolds	TIC-Tac-Toe Tenancy-in-common (TIC) exchanges are a winning strategy to help clients sell highly appreciated real estate without paying tax on the capital gains.
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 Advisor September 2006	Gaining Ground Investors are clamoring for Tenant-in-Common 1031 exchange private placement deals. Part of the demand is being driven by retiring baby boomers unloading headaches associated with investment real estate and seeking to defer capital gains taxes, sponsors say.
Commercial Investment Real Estate May/Jun 2009 C. Grant Conness	TIC Tactic A lesser-known 1031 exchange replacement property alternative, the Delaware Statutory Trust structure, currently is growing in popularity among investors.
Commercial Investment Real Estate Nov/Dec 2015 O'Donnell & Rubin	1031 Exchanges Every investor can use this reinvestment tool.
National Real Estate Investor June 1, 2005 Joe Gose	Riding the TIC Wave Virtually non-existent only a few years ago, the tenant-in-common structure has become the hottest investment vehicle in real estate.
National Real Estate Investor January 1, 2003 Mike Fickes	1031 Exchanges Do More Than Save Taxes In a 1031 exchange, owners defer the capital gains tax they typically pay in a property sale. This article discusses strategies and pitfalls.
Commercial Investment Real Estate May/Jun 2013 Steven R. Meier	TIC 2.0 DSTs are the future of 1031 real estate investing.
Commercial Investment Real Estate Mar/Apr 2006 Beth Mattson-Teig	Hands-Free Investments Non-direct real estate investment choices run the gamut from tenancy-in-common interests and real estate investment trusts to net-lease properties and mutual funds. Today's commercial real estate clients seek high-quality, no-hassle deals.
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.
Financial Advisor April 2010 Gail Liberman	Shaky Ground Tenant-in-common 1031 exchanges, private placement deals heavily hyped to financial advisors during the real estate boom, are drawing action by state and federal regulators.
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.
Commercial Investment Real Estate Jan/Feb 2006 Howard Kass	Splitting Heirs Investors should be aware of how to determine a tenancy-in-common investment's basis, particularly when managing their estates. Careful pre- and post-death estate planning can minimize taxes significantly and facilitate smooth wealth transfer to TIC investment heirs.
National Real Estate Investor November 1, 2005 Beth Mattson-Teig	Bidding Wars Raise Stakes The burgeoning 1031 exchange market attracts a wide range of investors, from corporations and real estate investment trusts to individuals selling condos or other rental properties. But deferring capital gains taxes can lead to costly mistakes.
Financial Advisor November 2004 Saul M. Simon	Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners.
National Real Estate Investor March 1, 2003 Beth Mattson-Teig	A 1031 Exchange Vehicle for Small Investors Investors have long used 1031 Exchange deals to defer taxes when swapping old properties for new ones in their portfolios. Now, thanks to a 2002 Internal Revenue Service ruling, the pool of commercial properties has expanded greatly for small investors.
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?
U.S. Banker November 2006 Lee Conrad	Underused Tool Could Provide Potential Boon to Banks Though like-kind exchanges have been around for years, their use is becoming more popular. Still, experts say, banks should be taking advantage even more, both as a participant and as an intermediary.
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.
Commercial Investment Real Estate Jan/Feb 2005 Ronald L. Raitz	The ABCs of TICs TIC deals offer individual investors the opportunity to pool funds, secure more financing, and take on ownership interests without property management headaches. Learn the fundamentals of this 1031 exchange strategy.
National Real Estate Investor May 1, 2005 Todd R. Pajonas	Five Misconceptions of 1031 Exchanges The five biggest misconceptions that cause real estate investors to miss out on the advantages and the tax savings afforded by structuring their transactions as an exchange.
Commercial Investment Real Estate Nov/Dec 2008 C. Grant Conness	TIC Outlook While the current economy is causing the tenancy-in-common industry to face some adversity and growing pains, there is still hope for the sector's future. By examining the industry's past and present, an industry insider predicts a strong future.
Investment Advisor June 2006 Seth Pearson	Soapbox: The Next Investment Scandal? The IRS issued guidelines on 1031 exchanges to tenants-in-common properties (TIC) in 2002. Since then, billions of dollars have poured into investments loaded with promoter fees and compensation that may eventually reach or exceed one-half of an investor's contributions.
Financial Planning November 1, 2009 Donald Jay Korn	Baby Steps Although there are real deals to be had today's real estate market, the underlying investing principle remains the same.
Commercial Investment Real Estate Jul/Aug 2006 Richard S. Lehman	Inbound Investments U.S. commercial real estate professionals should become familiar with the tax benefits available to inbound international real estate investors.
Registered Rep. February 1, 2006 Jennifer Popovec	Getting Real About Real Estate Savvy retail advisors are moving their clients beyond listed REITs and into nontraditional real estate investments like "private" REITs and tenant-in-common programs (TICs), which, because they don't trade, aren't volatile and offer attractive yields.
BusinessWeek February 13, 2006 Peter Coy	Getting A Slice Of The Commercial Market Unusual property plays may look promising, but beware the high fees and lack of liquidity.
Entrepreneur September 2006 Jennifer Pellet	The Tic Tax Advantage Priced out of the soaring real estate market, but still want a piece of the pie? Real estate investors are turning to tenancies in common, or TICs, for the twin benefits of increased buying power and greater flexibility.
Entrepreneur August 2006 Jennifer Pellet	Trading Up A Section 1031 exchange allows you to sell a property used for business or investment and reinvest your gains in a second property - also used for business or investment - without paying taxes on your profit.
Commercial Investment Real Estate Mar/Apr 2004 Ronald L. Raitz	Tax Watch During most real estate sales, prospective buyers offer sellers earnest money as a down payment toward the final transaction. During 1031 exchanges many sellers want to know if they can hold the earnest money. The answer is absolutely.
Commercial Investment Real Estate Nov/Dec 2008 Donald J. Valachi	Exchange Your Strategy Commercial real estate investors should consider alternatives to 1031 transactions.
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.
Commercial Investment Real Estate Sep/Oct 2008 Ronald L. Raitz	Compound Logic The real estate wealth-building power of 1031 exchanges just makes sense.
Commercial Investment Real Estate Jan/Feb 2003 Pollack & Bellotti	Taming Your Taxes Consider market factors to help lower property taxes.
AskMen.com Brantley Oakey	5 Ways To Finance A Real Estate Investment Whether you're looking to upgrade your current home, buy your first home or start buying rental properties, you're going to need to be smart about your financing. Here are five tips to help lead you down the right path.
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.
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.
Financial Planning November 1, 2008 Donald Jay Korn	The Storm Inside Informal polls show advisors widely share a negative real estate outlook. This is a better time to buy property than 2005 or 2006, but there's no hurry.
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.
Financial Planning September 1, 2008 Martin M Shenkman	Twistin' Taxes Away Many estate planners aren't aware of a little-known method for using life insurance to benefit illiquid estates, including those containing a family business or those composed largely of real estate.
Financial Planning May 1, 2006 Donald Jay Korn	Going Private Rather than pay high prices for publicly traded real estate securities, some advisers prefer private pools. But financial planners must remember that because private real estate deals are risky, they aren't right for every investor.
Commercial Investment Real Estate Sep/Oct 2006 Jennifer Norbut	TIC Talk A commercial real estate expert takes time out to discuss tenancy-in-common strategies.
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 Jan/Feb 2007 Joan Owens	IRA Investments Real estate transactions in IRAs are very detailed. However, well-informed investors looking to diversify their IRAs may find that investing in commercial real estate is a viable option.
Financial Planning August 1, 2011 Shafer & Ellis	Eyeing REITs for Growth Commercial real estate can provide added diversification for investors. And current market conditions suggest now is the time to seriously consider them as an option for growth.
Financial Advisor November 2004 Eric L. Reiner	Ruling On Grantor Trusts Eliminates Gift Tax Worries IRS pronouncement abets defective-trust strategies.
Financial Planning February 1, 2010 Martin M. Shenkman	Let the Tax Games Begin With the estate tax ending this year, only to come back next year, planners have their work cut out for them.
Commercial Investment Real Estate Nov/Dec 2008 Norbut et al.	Maneuvering the Market Everyone is focused on the fact that the economy and the credit crisis have slammed the door on commercial real estate transactions, but in the darkness there are a few sliver of light. Discover how three industry sectors are navigating mixed economic signals.
Registered Rep. July 1, 2006 Janet Arrowood	In Search Of Guarantees Consumers are taking a different approach to life insurance lately. While they may invest in stocks as they always have, even as they grow older, they increasingly look to eliminate risk and uncertainty from the life insurance products they buy.
Registered Rep. April 1, 2006 Kevin McKinley	On Golden Pond--Literally Buying life insurance while establishing a qualified personal residence trust is an especially shrewd move for benevolent owners of second homes. Since the trust will theoretically eliminate estate taxes on the property, the clients can get by with a smaller death benefit -- and lower premiums.