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Financial Advisor
November 2004
Saul M. Simon |
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners.   |
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. |
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
March 1, 2011
Ed Slott |
Gifts From Uncle Sam The author updates us on changes to tax regulations for 2011. |
Financial Planning
February 1, 2012
Ann Marsh |
15 Top Tax Strategies For 2012 There's a one-word theme for the 2012 tax year: uncertainty. Chief among the reasons are the sky-high exemptions on the estate tax, the lifetime gift tax and the generation-skipping tax. |
Commercial Investment Real Estate
Sep/Oct 2015
Mary Stark-Hood |
Succession Planning According to a 2014 Financial Planning Association Survey, the greatest financial challenge facing small business owners is developing a retirement plan and exit strategy. |
Financial Planning
October 1, 2010
Mindel & Sleight |
The Family Way Transferring a family business is a legal, financial and emotional tangle. Here are some strategies to help clients do it right. |
Financial Planning
October 1, 2011
Matthew F. Erskine |
To Collect and Protect The owners thought estate planning wouldn't take much. With unique assets, things aren't always so straightforward. Owners of such assets - such as family businesses, legacy real estate and valuable art, coin and other collections - need to consider specialized risk management. |
Financial Planning
May 1, 2011
Donald Jay Korn |
Wedded Bliss The Tax Relief, Unemployment Insurance Authorization and Job Creation Act of 2010, made dramatic changes to estate taxes. The federal exemption, known as the applicable exclusion amount, was set at $5 million, far above the $3.5 million in effect when the estate tax was last seen, in 2009. |
Investment Advisor
March 2007
Tere D'Amato |
Rich Spouse, Poor Spouse New estate planning techniques may help your financial advisory clients tackle common problems. As with all estate planning, the guidance of an experienced estate planning attorney is key. |
CFO
January 10, 2007
Marie Leone |
Tuition Magicians When financial-aid prospects are dim, some parents find smart ways to boost their children's college funds. |
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. |
On Wall Street
January 1, 2013
Mira Fine |
Tax Tips for Business Owners What advisors can still do to protect business owners assets even though last year is gone. |
Registered Rep.
December 2, 2013
Diana Britton |
Leaving Home We ask why aren't advisors doing a good job of capturing the assets of their clients' kids? |
Financial Planning
June 1, 2012
Martin Shenkman |
Estate-Tax Minefield The rest of this year promises to be very challenging for planners with wealthy clients. The federal exemptions on gift and estate taxes currently stand at $5.12 million, but they are scheduled to drop to $1 million in 2013 unless lawmakers act. |
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. |
Fast Company
Laura Vanderkam |
One Week Without The Kids Having kids home sick from day care will cut into work time. But life happens to people without kids, too. |
Registered Rep.
August 7, 2014
John Anzivino |
Seven Steps Clients Should Take Now to Minimize 2014 Taxes The steps listed here can be a good starting point for talking to your clients about the tax implications of their estate plan and steps they can take right now to minimize their 2014 tax bill. |
Inc.
February 2006
Bo Burlingham |
Small Is the New Big Like a lot of entrepreneurs, Jay Goltz couldn't imagine doing anything but building his company as big and as fast as possible - until it almost destroyed him. |
Financial Planning
March 1, 2008
David Grau |
In the Minority Transferring equity is an important step in the future of almost every financial services firm. While people don't live forever, a business can, if each succeeding generation plans appropriately. Minority interests are one way to achieve this. |
Fast Company
June 2013 |
Pop Quiz: Which Channel Is Getting Kidified? NBCUniversal partially owns KidsCo, a children's TV network that airs globally (but not in the U.S.). This month, it begins a cute experiment in brand extensions. |
