When Stock Appreciates: Rethinking Clients’ GRAT Asset Allocations
Many clients who established grantor retained annuity trusts (GRATs) are now experiencing seller’s remorse—especially those clients who funded a GRAT with appreciating stock.
How Family Wealth Management Teams Can Target Family Businesses
If your family wealth team isn't reaching out to other family businesses, you're missing a big business development opportunity.
CLATs: Maximizing Philanthropy and Wealth Transfer for Clients
For high-net-worth clients, charitable lead annuity trusts can maximize their estate planning goals while benefiting charities.
Are You a Tax-Savvy Advisor?
Three steps to help lower your clients’ blood pressure, and yours, during tax season.
Helping Your Working Clients Increase Their Take-Home Pay
Here's a simple way to show clients how you add value: increasing their net pay.
Understanding Bond Swaps and Their Tax Benefits
In a tax swap, you sell the bond and use the proceeds to buy another bond. The capital loss can then offset other capital gains.
Managing the Unique Risks of Yacht Ownership
Yachting may be enjoyable to the owner, but beware fractional ownership, which can carry plenty of risk in addition to a family.
Little-Known Tax Provision That Every Estate Planner Should Know
The 65-day rule allows some trust distributions to be made after the new year and still apply toward prior tax year.
Removing the Roth IRA Contribution Limit With 401(k) Dollars
Back-door routes to funding a Roth IRA have developed to allow clients to grow these accounts more quickly, including one that cuts right through the traditional, employer-sponsored 401(k).
Taxes and Appreciated Securities: When Should You Sell?
The guiding principle: determine how much an appreciated stock’s price would need to decline to equal the loss incurred from paying the tax.