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Investment Advisor September 2007 Gavin Morrissey	After the Estate Plan . . . Your job is just beginning after a client's estate plan is drawn up. As the client's financial advisor, it is up to you to ensure that the estate plan is implemented correctly.
Commercial Investment Real Estate Jul/Aug 2013 Mary Stark Hood	Real Estate Gifting Realized: Charitable Remainder Trusts Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property.
Commercial Investment Real Estate Nov/Dec 2012 Mary Stark Hood	Real Estate Gifting Realized Real Estate Gifting Realized, the new program launched by the Education Foundation of the CCIM Institute, facilitates the donation of real estate to charitable organizations.
Registered Rep. June 1, 2008 Kevin McKinley	CRUTS And CRATS Charitable lead trusts and charitable remainder trusts: which are better for your wealthy clients?
Investment Advisor August 2006 Gavin Morrissey	The Tax Advisor: IRDs and Retirement Accounts Many advisors and clients fail to recognize the impact of income in respect of a decedent (IRD) items within an estate plan. But it is a complicated area of tax law that requires the advice of an estate planning attorney and a tax professional.
Registered Rep. February 1, 2006 Janet Arrowood	The Four Win Strategy A growing number of Americans are saving more money than they're likely to spend in their lifetimes. For advisors, it's a good time to talk to such clients about endowing a college scholarship, getting their name on a hospital wing, or leaving any other kind of legacy behind.
The Motley Fool June 13, 2006 Dan Caplinger	A Trust for All Seasons: Charitable Trusts These trusts can help you donate to worthy causes -- and save on taxes.
Commercial Investment Real Estate Nov/Dec 2006 Len Jarrott	Considering CRTs Charitable remainder trusts are an exit option for commercial property owners.
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 October 1, 2005 Jay Quinn	Please Give Generously There are many benefits to clients when giving is incorporated into their overall financial plan, from reducing current income and estate taxes to helping to provide for retirement income. Here's what advisers need to know.
Registered Rep. August 1, 2005 Daniels, Leibell & Prince	Beyond Baseball Cards Collectibles such as art, antiques, jewelry, stamps, coins and automobiles can constitute a significant portion of the estate of a wealthy individual. Often -- and unfortunately -- advisors fail to focus adequate attention on planning for these important assets.
Financial Advisor September 2006 Beck & Leibell	Life Insurance For Charitable Gifting The use of life insurance to make charitable gifts can be an effective and cost-efficient means of fulfilling charitable intentions without making a sizable donation while alive.
The Motley Fool November 30, 2006 Buz Livingston	Charity Begins at Home Here is an overview of the different ways you can give your money away. Cash... Charitable IRA Rollover... Donor-advised funds... etc.
Financial Planning November 1, 2010 Martin Shenkman	The Planning Powerhouse Irrevocable life insurance trusts (ILITs) remain the Rodney Dangerfield of planning tools-they just don't get enough respect.
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.
Commercial Investment Real Estate Nov/Dec 2006 Joseph O. Luby	Trust-Worthy Tips Charitable gifts can be a tax-wise alternative for commercial real estate investors.
The Motley Fool November 8, 2006 Dan Caplinger	Make Your Mark Making a bequest to your favorite charity may be the best way to leave your legacy.
CFO September 1, 2006 Chuck Jaffe	Sowing the Seeds of Your Legacy Executives interested in charitable giving can take a page from the Buffett playbook and do more than simply list a favored recipient or two in a will.
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.
Financial Planning June 1, 2008 Gavin Morrissey	Executive Privilege Immediate income taxation and concentrated equity risk are issues that must be addressed by clients who elect to distribute net unrealized appreciation.
Commercial Investment Real Estate May/Jun 2014 Mary Stark Hood	Charitable Donations of Life Insurance Life insurance is often overlooked as a gifting option when individuals are considering gifts to charities, but it can be an effective way to provide a charity with funds for future work.
Registered Rep. April 1, 2008 Kevin McKinley	Giving And Saving With CLTs Here's how high-net-worth clients can use charitable trusts to pass more money to charities now, and cherished family members later -- with much less going to Uncle Sam.
Financial Planning August 1, 2009 Martin M. Shenkman	Keep Giving Charities need your knowledge to guide past and prospective donors in how to give now. When times were good, people gave because they felt rich or their accountant said they needed the tax write-offs. Your expertise can help clients see how to continue to give in today's different circumstances.
Commercial Investment Real Estate May/Jun 2013 Mary Stark Hood	Real Estate Gifting Realized: Charitable Gift Annuities Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property.
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.
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 July 7, 2006 Dan Caplinger	Giving Until It Helps: Part 2 Using a charitable trust or foundation can make your gift work for charity -- and for you.
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.
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 February 1, 2012 Deena Katz	Giving It Away Charitable tax planning for clients may peak in the later months of the year, but it is really a year-round activity, and the first quarter is not too soon to start thinking about it.
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?
Financial Planning June 1, 2005 Jim Grote	Errors of Construction When setting up charitable remainder trusts, the devil is in the details. How CRTs go wrong gets incredibly complicated, which is reason enough for planners to tread carefully.
Registered Rep. March 18, 2014 Alan Lavine	Donating Life Insurance It's possible for philanthropic-minded clients to donate their life insurance to charity and get an attractive tax deduction.
The Motley Fool July 7, 2006 Dan Caplinger	Giving Until It Helps Planning a gift to charity can make a good thing even better for investors.
Commercial Investment Real Estate Mar/Apr 2013 Mary Stark Hood	Real Estate Gifting Realized: Bargain Sales Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property. Real Estate Gifting Realized, a program launched by the CCIM Foundation, facilitates the donation of real estate to charitable organizations.
Trusts & Estates March 22, 2002 Robert F. Sharpe Jr.	Philanthropy In Uncertain Times What of the nonprofit sector? How does this sector fare during difficult economic times? Is it societal "fluff" that exists only during times of prosperity, or is it something that is resistant to the economic downturns that periodically affect the for-profit sector?
Registered Rep. March 1, 2008 Kevin McKinley	Gimme A Break Tax breaks for charitable giving.
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 Sep/Oct 2014 Mary Stark-Hood	Real Estate: A Valuable Charitable Gift Donating real estate to a charity can benefit the donor by lowering transfer expenses, reducing capital gains taxes, and providing charitable deductions at the federal and sometimes the state level, depending on state law.
Financial Advisor October 2006 Richard L. Harris	Life Insurance At A Discount Certain techniques offer many benefits for very wealthy clients.
Registered Rep. December 1, 2004 Kevin McKinley	Make a Killing on Kindness The fact remains that assisting benevolent activities involves two components shared by most successful financial advisors: working with rich people and being near money in motion.
Investment Advisor October 2008 Mark Quam	Anchor or Asset? How a pooled income fund strategy can help grow your business.
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.
Investment Advisor November 2005 Robert F. Keane	Good to Give While giving may come from the heart, it's the advisor's job to see that his clients also do it with their heads.
The Motley Fool December 14, 2006 Dan Caplinger	12 Ways of Giving Once you've decided on the charities to which you'd like to make gifts, the next step is figuring out how you want to follow through with your giving. Here are a dozen ways you can provide much-needed assistance to the charities of your choice.
Registered Rep. October 1, 2005 Kevin McKinley	Spend The Money and Have It, Too Here are ways to save your retiring middle-net-worth clients thousands more in after-tax income right now, plus save their families many times that amount in estate taxes.
Commercial Investment Real Estate Jan/Feb 2011 Chase V. Magnuson	A Guide to Giving How can Certified Commercial Investment Members assist the charitable community?
The Motley Fool October 31, 2007 Dan Caplinger	It's Time to Give Charitable organizations make a big push for donations at the end of each year, wanting to capitalize on the time left for donors to make tax-deductible gifts. Here are a few pointers on managing your charitable giving.
Financial Planning April 1, 2013 Martin Shenkman	Time for a New Estate Planning Strategy? Recent tax changes mean that planners may have to rethink the ways they invest clients assets.
Commercial Investment Real Estate Sep/Oct 2013 Mark Lee Levine	Deduction Denied Good intentions do not replace a qualified appraisal. Recently the U.S. Tax Court determined that a taxpayer and his spouse, after making almost $20 million worth of charitable real estate gifts to qualified charitable recipients, could not take the $18.5 million tax deduction for the gifts.