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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
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. |
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. |
Commercial Investment Real Estate
Sep/Oct 2009
Gregory R. Wilson |
A Taxing Workout? Property owners should proceed with caution when seeking debt relief, as many strategies can result in the realization of taxable income. |
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. |
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. |
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. |
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.
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. |
Investment Advisor
August 2005
Tere D'Amato |
The Tax Advisor: The FLP: Dead or Alive? Despite increased IRS scrutiny, family limited partnerships can still be great estate planning tools. |
Registered Rep.
October 1, 2002
Roy M. Adams |
An Estate Planning Disaster Averted Family limited partnerships and limited liability companies are useful estate planning tools. The verdict in the Hackl case showed that the gift tax exclusion may not apply to gifts of partnership units or LLC interests if things are not structured carefully. |
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. |
Commercial Investment Real Estate
Sep/Oct 2009
Tom O'Rourke |
Redefining Debt Examine the alternatives for over-leveraged properties. |
The Motley Fool
August 14, 2009
Dan Caplinger |
Investors Deserve This Tardy Tax Break It's better late than never for relief on mutual fund capital gains taxes. |
Financial Advisor
March 2010
Ed Liptak |
Passing The Tax Buck Pass-through entities such as LLCs are growing in popularity. |
Financial Advisor
November 2010
Michael Brier |
Location, Location Your clients may enjoy lower taxes if they move to another state, but they should be aware of the rules to avoid new tax problems. |
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 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. |
Financial Advisor
September 2010
David B. Armstrong |
Stronger Bonds Conducting liability reviews with clients will strengthen your relationships with them. |
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 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. |
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. |
The Motley Fool
September 7, 2006
Dan Caplinger |
Forming Your New Business Get your company off to the right start. By making sure that you correctly perform the initial tasks of establishing your business, you can confidently turn your attention to the other challenges you face as an entrepreneur. |
Financial Planning
January 1, 2010
Israelsen & Ferri |
Is a Pension a Bond? Unsure how to value a client's pension or social security? Use the liability reduction model. |
Commercial Investment Real Estate
Nov/Dec 2010
Cara Lowe |
Business Breakups Preparation pays off when partnerships dissolve. |
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
April 1, 2006
Michael E. Kitces |
Partnership Problem In the financial planning profession, is the promise of a partnership the only way to adequately reward key employees? |
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. |
BusinessWeek
May 23, 2005
Robert Barker |
A Partnership That's Really Limited Williams Cos. plans to to move some natural gas pipeline, processing, and storage assets into a limited partnership. Named Williams Partners, it's set to come public in a $100 million IPO. What will public investors get in return? The short end of the stick. |
The Motley Fool
February 5, 2007
Dan Caplinger |
Insuring Your Small Business: Part 3 If you can't buy every type of coverage, you need to prioritize. Without the right insurance coverage, you may be putting the source of your current and future income at risk. |
Commercial Investment Real Estate
Nov/Dec 2011
Tom R. Mounteer |
Environmental Risk: 10 Myths Do you really know what your liability is? Buyers, sellers, borrowers, and lenders frequently misperceive environmental liability risk in acquisitions and financings. |
Financial Planning
April 1, 2007
Sheryl Garrett |
Co-Owning a Home One way to play the high-priced real estate market is to buy a home with friends or family. |
The Motley Fool
September 6, 2011
Morgan Housel |
Reinventing Goldman Sachs A step backward in the right direction. |
National Real Estate Investor
August 1, 2005
Jan David Reese |
In Search of Equity Capital? Follow Six Winning Steps Experience shows that developers and real estate acquirers can dramatically boost their chances of reeling in equity financing, if they follow six critical steps in order to secure a long-term, financially beneficial equity partnership. |
Registered Rep.
October 1, 2012
Philip Palaveev |
Making Partner How to add partners to create a team advisory practice. (Oh, if you aren't growing, you are not team-ready.) |
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. |
Commercial Investment Real Estate
Jan/Feb 2011
Dennis Fitzpatrick |
A Taxing Situation Renegotiating debt may have unintended consequences. Many property owners fail to realize that renegotiated or discharged debt doesn't just cease to exist. |
Entrepreneur
April 2008
Guy Kawasaki |
Tying the Knot Partnering is an art, so make sure everyone sees eye to eye with these 8 tips. |
Commercial Investment Real Estate
Jul/Aug 2006
Johnson, Kesling & Rosenbaum |
Retirement Plan FIN 47 may help to create opportunities for companies and developers by prompting companies to assess their retired properties' identifiable and quantifiable costs. |
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. |
Entrepreneur
March 2006
Marc Diener |
Two's Company Before you start negotiating a business partnership, take these three key steps. |
The Motley Fool
September 23, 2004 |
Balance Sheet Basics Understanding the balance sheet can help you understand your investments. |
Entrepreneur
February 2006
Michael Rozbruch |
Warning Signs Many entrepreneurs may not be getting sound tax advice from their financial advisors. To avoid trouble, stay away from these tax shelters. |
The Motley Fool
October 21, 2009
Dan Caplinger |
This Great News Has Been a Long Time Coming Ordinarily, the end of the year is a dangerous time for mutual fund investors. This year, though, most fund shareholders will enjoy something they haven't seen in a while: freedom from capital gains taxes. |
The Motley Fool
January 26, 2007
Emil Lee |
Understanding an Insurer's Balance Sheet The balance sheet is what drives an insurer's business. Learn what makes it tick to see how an insurer creates or destroys shareholder value. |
On Wall Street
July 1, 2012
Alan J. Foxman |
Defining Full Disclosure Legal questions are answered on disclosure of civil actions and bankruptcy for registered investment adviser applicants and which members of an RIA firm may have control of an LLC. |
Financial Advisor
October 2004
Gregory Bresiger |
Are Big Tax Savings Really Worth the Risk? IRS cracks down on individuals with questionable shelters. Financial advisors warn that many of these strategies are not worth the risk of audit and possible civil and criminal penalties. |
The Motley Fool
July 15, 2009
Alex Dumortier |
Goldman's Partnership Is Bankrupt Partners sold $700 million worth of shares -- should you own them? |
BusinessWeek
August 4, 2003
Anne Tergesen |
A Tax Deal Too Good to Be True? Rules for family partnerships may get stricter |
The Motley Fool
December 1, 2009
Morgan Housel |
I Want the Old Goldman Sachs Back! Goldman Sachs used to be a conservative business. Here's why. |
