The Estate Planner – January/February 2017

by | Dec 29, 2016 | Publications

Happy New Year!  We wish you and your loved ones a wonderful 2017. Here is what you will find in the January/February 2017 issue of The Estate Planner.   IRS targeting FLPs: Proposed regs endanger valuation discounts for family-controlled entities In August 2016,...

The Estate Planner – November/December 2016

by | Oct 31, 2016 | Publications

Below is a brief glance at what you’ll find in the November/December 2016 issue of The Estate Planner. The cost segregation study: An overlooked estate planning tool Owners of commercial and rental residential real estate often use cost segregation studies to...

The Estate Planner – September/October 2016

by | Sep 6, 2016 | Publications

Here’s a brief glance at what you’ll find in The Estate Planner September/October 2016.   Asset protection: Preserving wealth for yourself and your heirs There are many techniques available to protect one’s assets, from giving them to loved ones to placing them...

The Estate Planner – July/August 2016

by | Jun 20, 2016 | Publications

Below is a preview of The Estate Planner July/August 2016 Covering your basis: Tax basis planning offers significant benefits If gift and estate taxes aren’t a concern for many affluent families, it pays for them to focus planning efforts on income taxes — in...

The Estate Planner – May/June 2016

by | May 7, 2016 | Publications

Enjoy the May/June 2016 Estate Planner!  Below is a preview of the topics.   Charitable IRA rollover offers significant benefits At the end of last year, Congress reinstated — and made permanent — qualified charitable distributions from IRAs, also known as charitable...