Updated Wednesday, April 23, 2014 as of 9:11 PM ET
Big Opportunity: Helping Business Owners Sell
Talk about a golden opportunity for financial advisors: An estimated 3 million business owners are expected to sell their companies in the next five years. And they’re going to need plenty of help — before, during and after the sale.
And a majority of those owners haven’t done any financial planning, exit planning specialists say.   more »
More in Estate Planning
As more people live into their 100s -- and as families in which four or five generations overlap become commonplace -- some core elements of financial planning need to change, says one longevity specialist. more »
Having a long-term horizon for the sale of a business puts the owner in a better position to optimize tax strategies. It's also an opportunity for advisors angling for the investment business a sale will produce. more »
Advisors need to spend more time helping clients plan for long-term care and inheritance allocations before problems arise, says one advisor and author. more »
Tax law changes may make it harder for advisors to show how specialized services are vital. Here's how to adapt. more »
Many considered Dec. 31, 2013, the final date for year-end tax planning, but there are numerous planning actions that you can take in 2014 retroactive to 2013. Here's a quick and easy guide to help with planning. more »
Congress dangled an incentive for high-income Americans to convert their tax-deferred individual retirement accounts into post-tax plans. Their response was overwhelming. more »
Rather than leaving an account to heirs, it may be smarter to designate a charitable remainder trust as the beneficiary. more »
The IRS has released the final regulations for the 0.9% Additional Medicare Tax that was imposed as part of the Affordable Care Act. more »
In the wake of this summer's Supreme Court ruling on the Defense of Marriage Act and Prop 8 -- as well as ensuing federal clarifications related to tax rules, employee spousal benefits and more -- same-sex couples now say they need help with financial planning. more »
The toughest conversations that advisors need to have with their clients have nothing to do with investment strategies. more »
Planners need to help clients express their wishes about end-of-life decisions before it's too late. more »
Wealthy families' tangled needs can create a mess of inconsistencies and other problems. more »
The changes to the Home Equity Conversion Mortgage program introduce credit underwriting criteria to the product for the first time, which until now only had been using actuarial standards in the decision making process, a reverse mortgage specialist said. more »
Lists
Advisors on the Move: Cambridge Snags $500 Million Team

Current Issue

The April Issue is now online!


TWITTER
FACEBOOK
LINKEDIN
Already a subscriber? Log in here