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CFO
April 1, 2006
Ronald Fink |
Overexposed With questions being raised on prepaid variable forwards, many executives may be scrambling for an alternative way to diversify -- and defer taxes. So what should executives with large concentrations of one stock do to diversify and avoid, or at least defer, taxes?   |
Financial Planning
January 1, 2007
David Grau |
The Impact of Taxes When it comes to taxes, financial services practice succession isn't always well planned. What you don't know can hurt you, at the worst possible time. |
Commercial Investment Real Estate
Nov/Dec 2005
Stephen A. Wayner |
Contract Exchanges When attempting to navigate the path that leads to successful 1031 exchanges for pre-construction condominium contracts, commercial real estate professionals and investors should seek legal and tax counsel on their transactions. |
CFO
March 15, 2006
Ronald Fink |
Deemed If You Don't U.S. multinational companies may have a new way to avoid tax on foreign collateral, if a financing arrangement by chemical giant Huntsman Corp. passes muster. |
CFO
July 15, 2008
Alix Stuart |
Don't Mess with the IRS The IRS is taking companies to court more often, and winning. Is it time to rethink your tax position? |
Commercial Investment Real Estate
Jan/Feb 2010
Usow & Newburn |
Loan to Own Seller financing attracts potential buyers in a constrained market. |
BusinessWeek
February 25, 2010
Jane Sasseen |
Some CEOs Are Selling Their Companies Short With a little help from their bankers, hedging by CEOs, directors, and other senior executives may deprive investors of clues about impending problems at companies. |
Financial Planning
June 1, 2006
David Grau |
Taking Your Value to the Bank You found the perfect buyer for your financial services practice, got your price and you're retiring. How do you make sure the buyer pays as promised? |
Financial Planning
June 1, 2005
David Grau |
An Overlooked Legacy As much as buying or selling a financial advisory practice is about change, continuity is critical. That means keeping systems, processes, and clients in place. |
Financial Planning
July 1, 2005
David A. Twibell |
Too Much of a Good Thing To avoid considerable risk, clients with a large part of their wealth tied up in one company's stock need to diversify or hedge these concentrated positions. |
Financial Advisor
November 2011
Joni Youngwirth |
Outside The Box The pros and cons of choosing an external successor. |
Registered Rep.
February 25, 2013
Furey & Cooper |
What Is Your Advisory Practice Really Worth? The perils of the valuation gap. |
BusinessWeek
April 25, 2005
Christopher Palmeri |
Phil Anschutz: Media Wildcatter The founder of Qwest Communications is bringing his contrarian style to newspapers and films. |
Investment Advisor
October 2007
Joni Youngwirth |
It's Not All Gold No doubt, buying a practice is a good way to grow if you find a firm that is right for you. But unless you do, don't be sucked into the buying frenzy. |
Financial Planning
February 1, 2005
David Grau |
Research Assignment When buying or selling a financial advisory firm, due diligence may be the most important thing you do before signing on the dotted line. |
Entrepreneur
October 2004
Crystal Detamore-Rodman |
An Acquired Taste Before you buy that business you're craving, consider seller financing to sweeten the deal. It not only gives you additional comfort, but also some protections and advantages that you otherwise might not have. |
Financial Planning
April 1, 2005
David Grau |
Make Them Say Yes Once they have found the right practice to buy, financial advisers should follow these steps to make sure they get noticed in a seller's market. |
Financial Advisor
September 2004
David J. Drucker |
The New Path To Growth: Buying Another Practice After winning the bid for a financial practice, here's how to successfully transition client relationships to maintain the maximum possible client retention rate. |
Financial Planning
January 5, 2008
Mark Penske |
Land of Uncertainty Although it can seem like an impossible task to find the right successor for your financial advisory business, stories and experiences from those who have crossed this line confirm that there is life after the big decision, both short and long term. |
