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Investment Advisor
March 2007
Savita Iyer |
Uncle Sam May Take His Cut Private annuity trusts lose their luster as the IRS nears a final decision on this estate planning tool.   |
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. |
Investment Advisor
December 2005
Tere D'Amato |
The Tax Advisor: The Fine Print You can defer taxes with a private annuity trust. But do so carefully. Putting the strategy into play can be challenging and carries risks often not fully considered. |
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
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. |
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. |
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. |
Registered Rep.
July 16, 2013
Alan Lavine |
Insurance Strategies to Build Wealth When it comes to life insurance, rarely does one size fit all. So why not tailor a policy to fit your client's investment and estate plans? |
On Wall Street
September 1, 2010
Meryl R. Cosentino |
Reaping The Tax Benefits Of Charitable Gift Annuities As baby boomers race toward retirement, CGAs are increasing in popularity because they fulfill the boomers' desire for supplemental income as well as their desire to support a worthy-and often personal-cause. |
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 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. |
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. |
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. |
Financial Advisor
November 2004
Eric L. Reiner |
Ruling On Grantor Trusts Eliminates Gift Tax Worries IRS pronouncement abets defective-trust 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. |
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 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 Advisor
September 2008
Kenneth P. Brier |
Political Winds With current low tax rates on capital gains and dividends likely targets in any tax debate, it may be a good time for advisors and their clients to consider taking action. |
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 Advisor
November 2009
Deborah L. Jacobs |
Lemons Into Lemonade Whether the recession lingers in 2010 or the economy picks up, clients who transfer property now can reduce the size of a taxable estate while giving their beneficiaries substantial potential for those assets to increase in value later. |
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
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. |
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. |
Investment Advisor
October 2009
Robert F. Keane |
Consider These Advisors should consider GRATs, CLTs, and IDGTs as trusts to offer to their clients. |
On Wall Street
October 1, 2009
Bill Fleming |
Prime Time to Transfer Assets Changes to tax rates are unlikely until 2011, so this year advisors would be wise to focus their attention on year-end estate planning. |
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. |
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
February 2009
Lewis Schiff |
Taking Advantage of a Down Economy The value of stocks, bonds, and real estate have dropped to levels that make it advantageous for high new worth clients to transfer assets to heirs. |
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 Planning
May 1, 2010
Martin Shenkman |
Out of Favor? Most advisors are likely familiar with GRATs. However, a quick overview of the technique and how it used to be used will make an explanation of the changes clearer. |
Financial Advisor
December 2010
Lowell & Abati |
Changes Ahead Low interest rates and changing laws mean rethinking wealth transfer strategies. The environment has particularly favored two estate planning strategies: grantor retained annuity trusts, and sales of assets to grantor trusts. |
Financial Advisor
May 2010
Alan Lavine |
Sizing Up Annuities In the wake of the recent financial meltdown, the income guarantees offered by annuities have become quite attractive. The payouts are appealing, but do your homework. |
The Motley Fool
February 24, 2004
J. Graham |
Beware of Brokers Bearing Annuities Annuities may sound good, but their costs overwhelm their benefits. Stockbrokers and financial advisors love to sell annuities because of the high commissions they reap. My ex-broker sold one to me, and it has proven to be the most restrictive, highest-cost, least-liquid, and poorest-performing investment in my portfolio. |
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
January 1, 2006
Ed Slott |
Ending Annuity Scams The IRS is cracking down on undervaluing annuities to avoid taxes in Roth IRA conversions. |
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. |
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? |
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. |
Financial Advisor
November 2006
Mary Rowland |
The Future Is Immediate Annuities Forget plastics and hedge funds. Clients sleep better with a steady income. Financial advisors know about immediate annuities. But do you use them? |
The Motley Fool
November 19, 2004
Roy Lewis |
How to Deal With Annuities' Losses When cashing out, there are several tax issues to keep in mind. |
Investment Advisor
December 2009
Tere D'Amato |
Expert's Corner: Look Before You Give Weighing the pros and cons of charitable gift annuities. |
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 2014
Mary Stark Hood |
Cash Flow in Retirement: Reverse Mortgages or a Retained Life Estate This is the ninth article in a series on real estate gifting. Real estate professionals and their clients should consider all options when discussing the charitable donation of real property. |
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. |
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. |
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. |
Financial Advisor
August 2010
Alan Lavine |
A Good Fit Immediate annuities fit well in retirement income plans. |
Financial Planning
February 1, 2007
Donald Jay Korn |
New-Wave Annuities From reduced-risk participation in the stock market to longevity insurance, financial planners have an expanding array of annuities to meet client needs. |
CFO
March 1, 2007
Marie Leone |
Beware the Fine Print Despite some welcome improvements, variable annuities still scream ''caveat emptor.'' |
Financial Advisor
July 2011
Gail Liberm |
Aiming For Advisors New annuity products and platforms are being designed to appeal to fee-only advisors. |
