The Wealth Strategies Journal has posted a new article entitle "2011 in Review" by Robert Moshman, Esq.From the article: "The past year, 2011, was undoubtedly commendable in many respects that will become evident to historians someday...but for the rest of us,...
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The Wealth Strategies Journal has posted a new article entitled. "New Risks for the New Generation: Encouraging Families and Family Owned Businesses to Implement a Family Risk Management Policy," by Patricia M. Annino.From the article: "Families and family owned...
The Wealth Strategies Journal has posted a new article, entitled "When Higher Marginal Tax Rates Helped the Economy: Professor Paleveda's Paradox," by Nick Paleveda, MBA, JD, LLM.From the article: "Generally, it is the thinking of the hoi palloi that...
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The Wealth Strategies Journal has posted a new article, entitled "Cross Purchase," by Martin M. Shenkman, CPA, MBA, JD.Summary: Buyout agreements are vital to family and closely held businesses. With the economic turmoil and rapidly changing laws you need to...
The Wealth Strategies Journal has posted a new article entitled, "Intra-Family Loan Valuation Issues" by Aaron M. Stumpf and Jesse A. Ultz.From the article: "With the looming threat of Congress passing legislation that would curtail the application of valuation discounts for minority...
The Wealth Strategies Journal has posted a new article entitled, "Warning! The Service Believes S Corporations are Undervalued," by Daniel R. Van Vleet.From the article: "The 1999 decision of Gross v. Commissioner ("Gross") fundamentally changed the manner in which valuation experts and...
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The Wealth Strategies Journal has posted a new article entitled "Cross Tested Retirement Plans," by Nick Paleveda. From the article: "A 401(k) plan is a plan to defer salary also known as an elective deferral plan. 401(k) plans was passed...
The Wealth Strategies Journal has published a new article entitled, "When Can I Retire? Answers from the Historical Record," by Wade D. Pfau, Ph.D, CFA.From the article: "This study extends a framework for determining whether one is on track...
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The Wealth Strategies Journal has posted a new article entitled, "A Gift From Congress: Gift Up to $10 Million Tax-Free," by Stephen Colella, CPA and Sarah Wulf, CPA.From the article: "For a limited time, married taxpayers can make lifetime gifts...
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The Wealth Strategies Journal has posted a new article entitled, "Stairway to Estate Planning Heaven," by Martin Shenkman, CPA, MBA, JD.From the article:"Summary: Led Zeppelin's classic hit has remained popular with boomers as a paradigm for their estate planning. Rung...
The Wealth Strategies Journal has posted a new article entitled, "Resurrecting the $20-Million Estate: Don't Forget About the BDIT!" by Robert Moshman, Esq.From the article: "Two limousines pull up alongside each other. The passengers roll down their windows. A...
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The Wealth Strategies Journal has just posted a new article entitled, "The Reasonableness of Owners' Compensation," by Jesse A. Ultz, CFA.From the article: "Many business owners are motivated to deviate from an arm's-length compensation level for owners in order to...
The Wealth Strategies Journal has just posted a new article entitled, "The Cain Plan v. The Able Plan: An Empirical Analysis," by Nick Paleveda.From the article:"There is no question that the Herman Cain tax proposal 9-9-9 has gained recent...
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The Wealth Strategies Journal has posted a new article entitled, "Avoiding a GSTT Asteroid," by Robert Moshman, Esq.Article excerpt:"The odds that an estate will run afoul of the generation skipping transfer tax (GSTT) may be rather slim nowadays, but...
The Wealth Strategies Journal has just posted a new article entitled, "How to Review a Commercial Real Estate Appraisal Report: How Can an Attorney Ascertain the Merit of an Appraisal?" by Christopher P. Casey and John W. VanSanten. ...