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We'd love to hear from you. Just send an email to Lewis (Lew) Saret, Co-General Editor, or to Matthew Engler (biography), Managing Associate Editor.Or call us at (301) 873-3209.Alternatively, please feel free to contact Lew by mail at the following... Read More
The Wealth Strategies Journal has published four articles in February 2011:ILIT Trustees: Bridge Out Ahead... Lock in Your Navigation System Now By: Melvin A. Warshaw of Financial Architects Partners, LLCEstate Analyst: Estate a... Read More
The Wealth Strategies Journal has posted a new article entitled "A New Perspective on Employee Stock Ownership Plans," by George G. Cassiere, ASA, CFA &Brian A. Eagle, J.D.Mr. Cassiere and Mr. Eagle describe an estate planning strategy for clients ... Read More
The Wealth Strategies Journal has posted a new article entitled, "Religious Estate Planning," by Martin M. Shenkman.Mr. Shenkman discusses the implications of preparing estate planning documents in the context of religious households or clients.Posted... Read More
The Wealth Strategies Journal has posted a new article entitled "Estate Analyst: The Perils of Portability," by Robert L. Moshman, Esq.Mr. Moshman discusses the portability of the estate tax exclusion amount for a surviving spouse and the danger ... Read More
The Wealth Strategies Journal has posted a new article entitled, "Will Taxpayers Ante Up to Participate in Round Two?: The IRS Offers a New Voluntary Disclosure Program," by Kevin E. Packman of Holland & Knight LLP.In his article, Mr. Packman... Read More
The Wealth Strategies Journal has posted eight great articles in the month of March. We hope you enjoy their depth and insight. Tax Relief Act Extends IRA Owners' Opportunity to Make Tax-Advantaged Direct Gifts to Charity By Ri... Read More
The Wealth Strategies Journal has posted a new article entitled, "What Wealth Management Professionals, Trust Officers and Estate Planners Need to Know About Trust Protectors" by Professor Richard C. Ausness of the University of Kentucky College of Law... Read More
The Wealth Strategies Journal has posted a new article entitled, "Roth IRA Conversion Planning in 2011 & 2012," by Robert Keebler, CPA of Keebler & Associates, LLP.Posted by Matthew Engler, Managing Associate Editor.... Read More
The Wealth Strategies Journal has posted a new article entitled, "FLP Update," by Martin Shenkman.In his article, Mr. Shenkman summarizes the insights offered by a panel of tax a business professionals on the use of FLPs and LLCs.Posted by Matthe... Read More
WealthCounsel, a membership organization of estate planning practitioners, is hosting a live webcast on Thursday, May 12, 2011 at 1:00PM on charitable planning. The webcast speakers will be Thomas J. Ray Jr., Esq. of WealthCounsel and Mark Brewer, MPA ... Read More
Group or Individual Insurance? by Ron Agypt When it comes to choosing the best insurance policies for their employees, small-business HR executives typically have fewer options from which to choose. The number of employees plays a significant role in... Read More
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The Wealth Strategies Journal has posted a new article entitled, "Recent Developments in Asset Protection Law, May 2011," by Jay Adkisson. In this article, Mr. Adkisson surveys a number of recent cases related to asset protection and provides brief syn... Read More
The Wealth Strategies Journal has just posted a new article entitled, "You Are Being Watched: It's Not Just Big Brother Watching You," by Kevin E. Packman of Holland & Knight LLP.In this article, Mr. Packman discusses the ramifications of the... Read More
The Wealth Strategies Journal has published a new article entitled, "Start Preparing Now For New Foreign Bank Account Reporting Rules," by Laura Barooshian, CPA, MST.Ms. Barooshian discusses the implications of the new Foreign Account Tax Compliance Ac... Read More
The Wealth Strategies Journal has published a new article entitled, "Estate Analyst: Evil Estates Deconstructed," By: Robert L. Moshman, Esq.In this article, Mr. Moshman discusses the possible implications of estate planning for criminal con... Read More
The Wealth Strategies Journal has published a new article entitled, "Trends in Commercial Real Estate Loan Guaruntees," by Susan C. Tarnower of Thompson Hine LLP.Have you ever personally guaranteed a commercial real estate loan? Can you remember what ... Read More
The Wealth Strategies Journal has posted a new article entitled, "Portability Versus Bypass Trust: Practical Planning Tips," by Martin M. Shenkman, CPA, MBA, JD, Esq. and Robert S. Keebler, CPA, MST, AEP.This article was adapted from an upcoming ... Read More
Annuities: The Secure Retirement Solution BY CHRIS CONKLIN The conventional wisdom, espoused by the popular financial press, is that people should invest the bulk of their retirement savings in mutual funds that invest in stocks and bonds. Over time, t... Read More
The Wealth Strategies Journal has posted a new article entitled, "Recent Developments in Asset Protection Law - June 2011," by Jay Adkisson, Esq.Mr. Adkisson surveys recent case law surrounding various aspects of asset protection law that are pertinen... Read More
The Wealth Strategies Journal has published an interview of Steven J. Oshins, author of a new law in Nevada, which creates two new business entities, called Restricted Limited Liability Companies and Restricted Limited Partnerships.Posted by Matt... Read More
Protect and Serve: What Advisors Should Know About Women and Long-Term CareBY WENDY BOGLIOLILong term care cost inflation is creating new challenges for financial professionals and their clients, as uncertainty about equities, a soft housing market an... Read More
Case in Point: Why Clients Need Agents BY NAHU The thing many people don't know about our industry is that health insurance agents are in the business of saving lives. Like family physicians or ER surgeons, agents are intimately... Read More
The Wealth Strategies Journal has posted a new article entitled, "Ode to the Trust -1st Sonata," by Martin M. Shenkman, CPA, MBA, JD.In this article, Mr. Shenkman lays the groundwork for managing trusts after their creation.Posted by Matthew Engle... Read More
The Wealth Strategies Journal has posted a new article entitled, "I DIG IT Divorce," by Martin M. Shenkman.In this article, Mr. Shenkman discusses the benefits and consequences of having Intentionally Defective Irrevocable Grantor Trusts (IDIGTs), espe... Read More
The Wealth Strategies Journal has posted a new article entitled "Premarital Agreements: Validity Is Not Enough," by Linda J. Ravdin.Excerpt: "The thesis of this article is that it is not enough for a premarital agreement to meet the minimum standards... Read More
The Wealth Strategies Journal has published a new article entitled, "Annuities: The Advisor's Conundrum" by David F. Sterling, JD.This is the first in a series of articles on annuities by Mr. Sterling. These articles will be published m... Read More
The Wealth Strategies Journal has posted a new article entitled, "Two Years After Madoff: An Argument for Foundation Audits" by William C. Jenczyk, CPA, and Laura Barooshian, CPA, MST.Posted by Matthew Engler, Managing Associate Editor.... Read More
The Wealth Strategies Journal has posted a new article entitled, "Recent Developments in Asset Protection Law - July 2011" by Jay Adkisson.Posted by Matthew Engler, Managing Associate Editor.... Read More
The Wealth Strategies Journal has published a new article, entitled "Ode to the Trust - 2nd Sonata," by Martin M. Shenkman, CPA, MBA, JD.In this article, Mr. Shenkman completes his discussion of trust management and various nuances that fiduciaries mus... Read More
The Wealth Strategies Journal has posted a new article entitled, "Annuities and the Law of Unintended Consequences," by David F. Sterling, JD. This is the second article in a series by Mr. Sterling on annuities. His first article, "Annuities: The... Read More
The Wealth Strategies Journal has posted a new article entitled, "Recent Developments in Asset Protection Law - August 2011," by Jay Adkisson.Posted by Matthew Engler, Managing Associate Editor.... Read More
The Wealth Strategies Journal has posted a new article entitled, "Borrowing to Finance Life Insurance Premiums: What Professionals Need to Know," by Richard L. Harris.SUMMARYMany wealthy individuals are being approached to buy life insurance by borrow... Read More
The Wealth Strategies Journal has posted a new article entitled "Surviving the Great Consternation: Investing and Elder Care in the Age of Recession," by Robert Moshman, Esq.From the article:In summary: Our nation is grappling with economic woes, layof... Read More
The Wealth Strategies Journal has posted a new article entitled, "IRS Initiatives Make 'Hidden Income' Harder to Keep Secret," by Kevin Packman of Holland & Knight.Posted by Matthew Engler, Managing Associate Editor.... Read More
The Wealth Strategies Journal has posted a new article entitled, "People on the Move: Israel's Tax System," by Alon Kaplan.From the article: "Israel has undergone major changes to its tax system over the past few years. The tax system was... Read More
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... Read More
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 thei... Read More
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... Read More
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... Read More
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... Read More
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") fundamentall... Read More
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... Read More
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 n... Read More
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... Read More
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 f... Read More
The Wealth Strategies Journal has just posted a new article entitled "Estate Planning with Pre-IPO Stock" by Ori Bash, ASA.From the article: "In the midst of gloomy headlines covering the challenging economic environment and uncertain global economic ... Read More
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