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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.
On Wall Street October 1, 2011 Jones & Luscombe	Making the Most of The Gift Tax and Its $5 Million Exclusion With the current gift tax exclusion amount set at a record-setting $5 million, many taxpayers appear to consider the gift tax no longer relevant to their planning. That may be a mistake.
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.
The Motley Fool November 15, 2006 Dan Caplinger	Flip Over FLPs: Part 1 When used correctly, a family limited partnership can enable you to make gifts to future generations more efficiently, while retaining substantial control over the investment and distribution of partnership assets.
BusinessWeek August 4, 2003 Anne Tergesen	A Tax Deal Too Good to Be True? Rules for family partnerships may get stricter
The Motley Fool June 29, 2006 Dan Caplinger	Starting a Small Business: Partnerships Establishing your business as a partnership offers flexibility but potential liability.
The Motley Fool June 29, 2006 Dan Caplinger	Starting a Small Business: Limited Liability Companies Establishing your business as an LLC can solve both liability and tax issues.
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.
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 Nov/Dec 2008 Christopher J. Truitt	The Partnership Puzzle LLCs may provide the missing piece in real estate tax structures.
Registered Rep. May 1, 2004 Henry M. Grix	The Money Doctors This suit-happy environment is a relatively recent development in the brokerage industry, so financial advisors would do well to borrow one of the medical profession's best tactics for fighting it: Holistic treatment.
Entrepreneur January 2004 Joan Szabo	What's Your Type? Buying business real estate? The legal entity you choose could make a big difference in your tax bill.
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?
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. January 1, 2005 Kevin McKinley	Flip-Flopping on FLPs In the right situation, the family limited partnership is unrivaled among estate-planning strategies.
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 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. March 1, 2005 Daniels, Leibell & Prince	Estate of Uncertainty The 2001 tax reform act built uncertainty into the estate-planning process.
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.
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.
The Motley Fool November 14, 2006 Dan Caplinger	Crummey Trusts Aren't Crummy A special type of trust known as a Crummey trust lets you keep the control you want while getting the full estate-tax benefit of your gift.
Financial Planning December 1, 2007 Donald Jay Korn	The Giving Tree To make the most of the annual gift-tax exclusion, financial advisory clients should know which assets to transfer and which ones to retain.
Financial Advisor February 2010 Gary C. Bubb	Seeking Status Employees seeking a membership interest in an LLC might find themselves in tax limbo.
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.
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 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.
Real Estate Portfolio Sep/Oct 2000 Elaine E. Derso	Will Overhang Hurt the REIT Markets? Not Likely! Investor concerns about common stock overhang did a lot of damage to the internet industry markets, at least once insiders started selling their holdings. Does a similar fate await the REIT industry, where many company founders hold significant equity stakes?
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.
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 Advisor March 2010 Ed Liptak	Passing The Tax Buck Pass-through entities such as LLCs are growing in popularity.
Financial Planning February 1, 2005 Grace W. Weinstein	Into the Maw Life insurance payouts usually aren't subject to taxes-unless your client makes one of these mistakes.
Registered Rep. November 1, 2006 Jason Van Steenwyk	How to Protect Client Assets What can a financial advisor do to protect clients? Start by learning about asset-protection strategies that allow an individual to create legal barriers and disincentives to potential litigants.
Inc. January 2009	How To: Choose the Right Legal Structure If you are starting a business, or you already run one but haven't thought strategically about its legal structure, you need to take this matter seriously.
Entrepreneur November 2006 C.J. Prince	Take Cover More and more closely held companies are getting cozy with the LLC, but is a limited liability company right for you?
Commercial Investment Real Estate Sep/Oct 2012 Kevin Kerridge	Use a Lifeline Smaller companies need to manage risk in an uncertain market.
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.
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.
The Motley Fool May 31, 2006 Dan Caplinger	Estate Planning: Winding Down As the nest empties for mature adults, estate-planning needs can change yet again.
Real Estate Portfolio Jan/Feb 2001 Michael Fickes	A Continental Flair Founded just over a year ago in November, 1999, Amsterdam-based EPRA has so far attracted 78 members, established the first real time index of public real estate companies across Europe, and laid a foundation for promoting a pan-European public real estate industry...
Financial Advisor November 2003 Raymond Fazzi	States Exacerbate Death Tax Confusion Planners are groping for answers on estate taxes.
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.
Financial Advisor October 2005 Jeffrey Rattiner	Mining The 1040 Here is a sampling of the types of information that can be found when analyzing a 1040 from a financial planning perspective.
Registered Rep. January 1, 2003 Steve Gresham	Zeroing In on the Managed Account Customer Managed accounts are all the rage, but they may not be right for every client. Here are some classic client types who might best be served with managed accounts and some matching marketing strategy for each.
Financial Advisor May 2004 Michael E. Kitces	Disunification Hits Estate And Gift Taxation The death of the unified credit makes things tricky.
BusinessWeek December 22, 2003 Anne Tergesen	The Many Lives Of The Death Tax Wealthy estates could end up paying a lot as several states get aggressive.
The Motley Fool October 23, 2006 Tim Beyers	Foolish Advice on Business Liability Insurance Think your business won't get sued? Think again. Whatever the root cause, lawsuits seem to be rising. Here are three questions business owners need to ask themselves before buying liability insurance.
Entrepreneur July 2007 Carol Tice	Keep It Real The problem of disguised corporate ownership made the IRS' annual "Dirty Dozen" list of biggest tax scams for 2007. Why you should steer clear of bogus corporate entities.
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.
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 April 1, 2006 John Nersesian	Firm Protection Business owners may need a lot more than diversification to guard their assets than other financial planning clients. Insurance is only one aspect of their asset protection plan. Their needs reach beyond that into choosing the proper corporate structure for the business.