Taxes

Magazine articles on tax law and tax minimization.

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Registered Rep. November 20, 2012 Megan Leonhardt	Don't Make Any Sudden Moves, Advisors Say Financial advisors urge clients to patiently wait out fiscal cliff
Registered Rep. December 4, 2012 Megan Leonhardt	Don't Make Any Sudden Moves While urging calm, many financial advisors are making prudent, tax-efficient moves with their clients' portfolios as the country nears the so-called "fiscal cliff."
Financial Planning December 1, 2012 Donald Jay Korn	Hot Swap: Property Exchanges for Retiring Baby Boomers As boomers retire and relocate, these tax-deferred deals offer a sweet way to offload real estate investments.
Financial Planning December 1, 2012 Donald Jay Korn	Paying it Forward: Funding 529 Plans for Grandchildren Funding a 529 plan for a grandchild can offer estate-tax benefits for wealthy clients - plus feel-good rewards.
Financial Planning December 1, 2012 Martin Shenkman	Estate Planning Nirvana? Self-Settled Trusts Explored Self-settled trusts seem to offer the impossible: They remove assets from an individual's estate while still allowing them to benefit from them.
Financial Planning December 1, 2012 Ann Marsh	Massive Wealth Transfer: Clients Rush Before Year's End Advisors have been racing to finish what some say is an unprecedented transfer of wealth to descendants because Bush-era tax exemptions may expire at year s end..
On Wall Street December 1, 2012 Michael Cohn	Planning in Case the Tax Cuts Disappear With the fiscal cliff approaching, it might be time to accelerate income into the remainder of this year.
On Wall Street December 1, 2012 Tom Roseen	The Changing Complexity of Exchange-Traded Funds With the proliferation of exchange-traded funds, the products have become more complicated, suggesting possible pitfalls and tax consequences for the average investor.
On Wall Street December 1, 2012 Mason Braswell	Millionaires Clamor for Safety as New Year Approaches With the threat of the fiscal cliff and other uncertainties, wealthy investors are speeding up recognition of gains and taking other defensive measures.
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.
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