Sentences with phrase «in estate planning strategies»

Not exact matches

Just consider the financial risks entrepreneurs run, for example, if they give company stock to their children as part of a long - term estate - planning strategy — only to have the IRS step in years later and challenge the claimed taxable value of the gifts.

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

He is also a Partner at HPM Partners where, with his 32 partners and 50 associates in six offices, he works with owners of businesses on their growth strategies, M&A, financing, liquidity, wealth management, cross - border / multi-national issues, estate planning and tax strategies; and for his multi-generational and family clients, he brings several lifetimes of dealing with family dynamics, trusts, business - ownership, family charters and youth education as a member of two large, historic business families.

His advice to life insurance advisors who are talking with clients about gifting strategies during this two - year period is to «keep in mind that making big gifts is a long - term proposition for clients,» as is estate planning.

Regardless of who ends up in Gracie Mansion, an administration change means a strategy adjustment for developers, who have spent more than a decade getting used to Bloomberg's taste in real estate projects as well as how his key appointees — from City Planning Commission Chair Amanda Burden to Department of Buildings Commissioner Robert LiMandri — operate.

Kelly joins Brooklyn Prospect after completing the Broad Residency in Urban Education at Democracy Prep Charter Schools, where he led projects related to expansion strategy, real estate planning and acquisition, HR systems implementation, and teacher certification.

«In fact, there may be diseconomies of scale for larger public pension plans because of the complexity of implementing their investment strategies, which include contracting out for external experts — a practice that has become increasingly popular, with plans investing more in non-traditional assets such as real estate, infrastructure, and private equity,» said the reporIn fact, there may be diseconomies of scale for larger public pension plans because of the complexity of implementing their investment strategies, which include contracting out for external experts — a practice that has become increasingly popular, with plans investing more in non-traditional assets such as real estate, infrastructure, and private equity,» said the reporin non-traditional assets such as real estate, infrastructure, and private equity,» said the report.

Under current rules, which remain in effect until 2011, starting CPP at the earliest age of 60 entails a 30 - per - cent reduction in monthly payments but «you would have to live well past 75 in order to receive more from the plan than by waiting until the normal retirement age of 65,» writes tax and estate lawyer Christine Van Cauwenberghe in her book, Wealth Planning Strategies for Canadians 2010.

But as even he has discovered, many of these investors may still need some help or guidance in choosing ETFs, settling on an appropriate asset allocation, rebalancing or even with financial issues that go well beyond managing investment portfolios — more holistic challenges like tax - efficient withdrawal strategies, insurance and estate planning, debt management and the like.

And unlike in a majority of stock investing, alot of real estate investing is common sense and simple planning and strategy.

Jamie Golombek, CPA, CA, CFP, CLU, TEP is the Managing Director, Tax & Estate Planning with CIBC Wealth Strategies Group in Toronto.

Other reasons for executing an exit strategy may include a significant change in market conditions due to a catastrophic event; legal reasons, such as estate planning, liability lawsuits or a divorce; or for the simple reason that a business owner / investor is retiring and wants to cash out.

«Anyone who is interested in pursuing these types of strategies would be wise to seek out competent professionals who can work with them and integrate their tax, retirement and estate planning.»

Go over these documents in detail with your real estate agent, and plan your closing cost strategy before making an offer.

During this FREE interactive session, you will: - Gain perspective on the long - term planning gaps among the baby boomer generation - Increase your knowledge of the strengths, weaknesses, misconceptions, and uses of HECM loans - Learn strategies to overcome sequence of return risk during bear markets - Uncover how the HECM will protect equity in the event of another real estate downturn - Understand the significance of the growing number of affluent families seeking information on HECM loans and why you should be ready to help

I also like the idea of contributing to my TFSA even in retirement as an estate planning strategy.

Please consult with an estate planning attorney of your choosing prior to implementing any of the strategies discussed in this article.

«If you think you could benefit from an ILIT, talk to an estate planning attorney to explore the strategy in greater depth.»

Prior to joining Pure Financial Advisors, Peter worked for a large Broker - Dealer in the Financial Planning Group where he helped advisors with complex estate and tax strategies.

What's more, you should consider the way your distribution strategy affects your overall financial plan, including your estate plan, charitable giving, and — perhaps most important — the level of diversification in your portfolio.

He is founder of Reyes Financial Architecture, a Registered Investment Advisory firm specializing in portfolio risk managed strategies; retirement income distribution planning; tax reduction strategies, estate planning and Social Security planning.

This article will tackle the reality of high net worth estate planning with life insurance by first touching on an overview of estate planning in general and then reviewing some common problems and potential solutions that include life insurance strategies for high net worth individuals and households.

Potential changes in the tax law next year make it a smart estate - planning strategy to give as a large of a gift now as possible.

Our Wealth Management team will work with your estate attorney and CPA in the execution of strategies included in your financial plan.

In case you didn't know, after basic things like wills are all in order, estate planning is basically nothing but using trusts, life insurance, and other strategies to «give your money away without really giving it away,» just so you won't have to pay Federal estate taxes when you diIn case you didn't know, after basic things like wills are all in order, estate planning is basically nothing but using trusts, life insurance, and other strategies to «give your money away without really giving it away,» just so you won't have to pay Federal estate taxes when you diin order, estate planning is basically nothing but using trusts, life insurance, and other strategies to «give your money away without really giving it away,» just so you won't have to pay Federal estate taxes when you die.

Insurance & Estate Strategies is an educational resource focused on innovative estate planning and life insurance strategies established by Steven J. Gibbs who is also a licensed attorney in CA, FL aEstate Strategies is an educational resource focused on innovative estate planning and life insurance strategies established by Steven J. Gibbs who is also a licensed attorney in CA, Strategies is an educational resource focused on innovative estate planning and life insurance strategies established by Steven J. Gibbs who is also a licensed attorney in CA, FL aestate planning and life insurance strategies established by Steven J. Gibbs who is also a licensed attorney in CA, strategies established by Steven J. Gibbs who is also a licensed attorney in CA, FL and MN.

We counsel clients in strategies to avoid disputes both during the estate planning process and in the process of administering estates.

Our wills, trusts and estate law lawyers have deep experience in creating personalized cost - effective strategies to achieve your wealth transfer and estate planning objectives.

Our family law and divorce attorneys have the skills and resources necessary to handle high - conflict and high - asset divorces, and we leverage our years of experience in the areas of estate planning and criminal defense in order to build a thorough and innovative divorce strategy on your behalf.

Camilla is known for her excellence in private client work and the broad expertise she has in estate planning and tax mitigation strategies.

She began her law practice in 2005 at The Bowden Law Firm, focusing in sophisticated estate planning strategies for high net worth families.

Recent highlights include advising the Borough of Wandsworth on an estate renewal scheme, which involves structuring contractual agreements with the private sector, site assembly issues, including buying residential and community assets in preparation for the regeneration, advice on CPO strategy, planning issues and technical housing law issues.

In addition to being staunch advocates for elder rights, our attorneys provide a wide array of estate planning and asset protection strategies.

In addition to simply paying out a benefit upon an insured's death, life insurance policies can also be a primary component of one's overall financial, retirement, and estate planning strategies.

The permanent insurance is still in place after the term expires, which is beneficial in estate planning and long - term financial planning strategies.

While both of these strategies may have their merits, there are tax and estate planning advantageous of permanent life insurance that can not be replicated in an investment account.

Insurance & Estate Strategies is an educational resource focused on innovative estate planning and life insurance strategies established by Steven J. Gibbs who is also a licensed attorney in CA, FL aEstate Strategies is an educational resource focused on innovative estate planning and life insurance strategies established by Steven J. Gibbs who is also a licensed attorney in CA, Strategies is an educational resource focused on innovative estate planning and life insurance strategies established by Steven J. Gibbs who is also a licensed attorney in CA, FL aestate planning and life insurance strategies established by Steven J. Gibbs who is also a licensed attorney in CA, strategies established by Steven J. Gibbs who is also a licensed attorney in CA, FL and MN.

In addition to just paying out a benefit upon one's death, life insurance can be used as part of an overall strategy for retirement, estate, and financial planning.

So, your estate planning goals should be spelled out in the above mentioned documents and to orchestrate an appropriate estate planning life insurance strategy, you'll need to connect the dots.

This article will tackle the reality of high net worth estate planning with life insurance by first touching on an overview of estate planning in general and then reviewing some common problems and potential solutions that include life insurance strategies for high net worth individuals and households.

SUMMARY An innovative and top - performing MEDIA RELATIONS EXECUTIVE, with extensive experience in communications campaigns, social media, market strategy, press relations, marketing, advertising, and strategic planning for financial services, non-profits, government agencies, and real estate developers.

Tags for this Online Resume: Accounting, Cost Control, Financial Analysis, management, Organize, Planning, leadership, Set goals, Team building, Coaching, business analysis, Strategy, project management, sales management, construction management, Real Estate, Commercial Real Estate, Operations Management, Greenville SC, Charlotte NC, Licensed Commercial General Contractor, Licensed Real Estate Broker, Bachelor of Arts in Business Administration

Tags for this Online Resume: Randolph, MA, Compliance, Legal, Estate Planning, SEC, Securities and Exchange Commission (SEC), Insurance, Benefit Plans, Defined Contribution, Drafting, Estate planning, Planning, Business Planning, Business Strategies, CCA, Compensation, Complaints, South Shore in Massachusetts, attorney, coPlanning, SEC, Securities and Exchange Commission (SEC), Insurance, Benefit Plans, Defined Contribution, Drafting, Estate planning, Planning, Business Planning, Business Strategies, CCA, Compensation, Complaints, South Shore in Massachusetts, attorney, coplanning, Planning, Business Planning, Business Strategies, CCA, Compensation, Complaints, South Shore in Massachusetts, attorney, coPlanning, Business Planning, Business Strategies, CCA, Compensation, Complaints, South Shore in Massachusetts, attorney, coPlanning, Business Strategies, CCA, Compensation, Complaints, South Shore in Massachusetts, attorney, compliance

Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net worth clients

looking for prospective employers who are searching for a Solid background in all aspects of economic development strategies, city planning, due diligence, financial reporting, business analysis, policy creation, government affairs and program implementation in fast - paced real estate development and municipal environments.

Professional Experience Waddell & Reed (Naperville, IL) 2009 — Present Financial Advisor • Identify and develop leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate planning services, including the drafting of wills and other legal documents

Paralegal — Duties & Responsibilities Provide excellent legal and administrative support in a fast paced, high intensity law firm environment Perform legal research and document preparation such as affidavits, contracts, and correspondence Discover and analyze applicable case law, statutes, codes, and influential secondary sources Develop experience with civil litigation including employment, contract, real estate, and business law Responsible for pretrial preparation such as exhibit organization and documentation Manage client case files in company electronic filing system resulting in accurate and organized records Monitor and update firm law library with up to date primary and secondary sources Participate in civil, criminal, and administrative mock trials Train in all evidentiary, procedural, and substantive aspects of litigation Proficient in public relations theory, strategy, and comprehensive campaign management Develop and implement communications plans through in depth analysis of client challenges Create brand awareness, corporate identity, logos, signage, special events, and strategic partnerships Oversee company budgets, support staff, contracts, and daily operations

In turn, Carroll, along with newly appointed Centro Australia CEO Tony Clarke, will report directly to Rufrano and receive his input on Centro's strategy in the U.S. Carroll has 15 years of experience in the retail real estate industry and has spent most of his career in various development and asset management roles with New Plan ExceIn turn, Carroll, along with newly appointed Centro Australia CEO Tony Clarke, will report directly to Rufrano and receive his input on Centro's strategy in the U.S. Carroll has 15 years of experience in the retail real estate industry and has spent most of his career in various development and asset management roles with New Plan Excein the U.S. Carroll has 15 years of experience in the retail real estate industry and has spent most of his career in various development and asset management roles with New Plan Excein the retail real estate industry and has spent most of his career in various development and asset management roles with New Plan Excein various development and asset management roles with New Plan Excel.

When you decide to invest in real estate, whether it's part of your retirement plan or simply a strategy for bringing in additional income, you know that you want to consider potential tenants carefully.

Developing a strategic plan to turn your business around during the downturn is great, but strategic planning should not be limited to just the current phase in the real estate cycle, says Charles Hewlett, managing director with RCLCO Real Estate Advisors in Bethesda, Md., and coauthor of Strategy Planning for Real Estate Companies (Urban Land Instituteplanning should not be limited to just the current phase in the real estate cycle, says Charles Hewlett, managing director with RCLCO Real Estate Advisors in Bethesda, Md., and coauthor of Strategy Planning for Real Estate Companies (Urban Land Institute, estate cycle, says Charles Hewlett, managing director with RCLCO Real Estate Advisors in Bethesda, Md., and coauthor of Strategy Planning for Real Estate Companies (Urban Land Institute, Estate Advisors in Bethesda, Md., and coauthor of Strategy Planning for Real Estate Companies (Urban Land InstitutePlanning for Real Estate Companies (Urban Land Institute, Estate Companies (Urban Land Institute, 2008).