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WELCOME TO WMRE
A year that has doled out adversity and misery as if it were Halloween candy is ending at its darkest moment of all. As we reach the end of 2020, the U.S. is registering more than 200,000 new ESTATE PLANNING IMPLICATIONS OF BIDEN’S RECENTLY ISSUED President Biden’s primary plan to tax HNW families’ estate-planning structures is by making death, lifetime gifts and exceeding maximum holding periods for assets in trust recognitionevents
BASIC TRAINING
The answer: with difficulty. Especially when you're talking about the handful of major designations, the process involves an intense, demanding course of study, culminating in LET THE SOFTWARE DO THE MATH Kelley Rating (one asterisk = lowest, five asterisks = highest):. Ease of navigation, design of interface and learning curve ***** Instructional documentation and help system **** Carries out the MEDICAL OFFICE BUILDINGS CONTINUE TO GAIN INVESTORAUTHOR: BENDIXANDERSON
Medical office properties are rapidly becoming some of the most prized assets in real estate. They have survived the global crisis caused by the spread of the coronavirus with strong rents, on NAMING A TRUST AS IRA BENEFICIARY: KEY CONSIDERATIONS Trusts are terrific estate planning vehicles that allow individuals to protect and preserve wealth and to pass assets to the next generation. Individual retirement accounts (IRAs) are also useful QUALIFIED PERSONAL RESIDENCE TRUSTS BASICS A qualified personal residence trust (QPRT) is an irrevocable trust that allows a taxpayer to transfer a personal residence to the next generation for less than the full value of the residence by WHAT IS YOUR ADVISORY PRACTICE REALLY WORTH? Recently an advisor was interested in selling his practice that he had built over the past several years. He was 69 years of age and wanted to be completely done working in ESTATE PLANNING WITH BITCOIN EXPLAINED By Robert D. Kaplow, Esq. So your client bought some type of cryptocurrency (bitcoin, Ethereum, Ripple, etc.). He hopes that the value will skyrocket and represent a THE VACATION HOME LLC AND WHY IT IS USED While many families enjoy owning vacation homes and using these properties for getaways and gatherings, a vacation home is a unique type of asset that requires careful planning regarding itsWELCOME TO WMRE
A year that has doled out adversity and misery as if it were Halloween candy is ending at its darkest moment of all. As we reach the end of 2020, the U.S. is registering more than 200,000 new ESTATE PLANNING IMPLICATIONS OF BIDEN’S RECENTLY ISSUED President Biden’s primary plan to tax HNW families’ estate-planning structures is by making death, lifetime gifts and exceeding maximum holding periods for assets in trust recognitionevents
BASIC TRAINING
The answer: with difficulty. Especially when you're talking about the handful of major designations, the process involves an intense, demanding course of study, culminating in LET THE SOFTWARE DO THE MATH Kelley Rating (one asterisk = lowest, five asterisks = highest):. Ease of navigation, design of interface and learning curve ***** Instructional documentation and help system **** Carries out the MEDICAL OFFICE BUILDINGS CONTINUE TO GAIN INVESTORAUTHOR: BENDIXANDERSON
Medical office properties are rapidly becoming some of the most prized assets in real estate. They have survived the global crisis caused by the spread of the coronavirus with strong rents, on NAMING A TRUST AS IRA BENEFICIARY: KEY CONSIDERATIONS Trusts are terrific estate planning vehicles that allow individuals to protect and preserve wealth and to pass assets to the next generation. Individual retirement accounts (IRAs) are also useful QUALIFIED PERSONAL RESIDENCE TRUSTS BASICS A qualified personal residence trust (QPRT) is an irrevocable trust that allows a taxpayer to transfer a personal residence to the next generation for less than the full value of the residence by WHAT IS YOUR ADVISORY PRACTICE REALLY WORTH? Recently an advisor was interested in selling his practice that he had built over the past several years. He was 69 years of age and wanted to be completely done working in ESTATE PLANNING WITH BITCOIN EXPLAINED By Robert D. Kaplow, Esq. So your client bought some type of cryptocurrency (bitcoin, Ethereum, Ripple, etc.). He hopes that the value will skyrocket and represent a THE VACATION HOME LLC AND WHY IT IS USED While many families enjoy owning vacation homes and using these properties for getaways and gatherings, a vacation home is a unique type of asset that requires careful planning regarding its HOW TO PLAN A SEAMLESS TRANSITION BACK INTO THE OFFICE With the COVID-19 vaccine distribution underway, financial professionals may soon have the option to safely return to in-person work. Unlike the immediate shift to QUALIFIED PERSONAL RESIDENCE TRUSTS BASICS A qualified personal residence trust (QPRT) is an irrevocable trust that allows a taxpayer to transfer a personal residence to the next generation for less than the full value of the residence by SEC CHARGES UNREGISTERED BROKERS WHO SOLD FRAUDULENT The SEC claims Ronald Frank Stevenson and Jason P. Wootten unlawfully sold securities in EquiAlt, which has been accused of operating a $170 million Ponzi scheme. MORGAN STANLEY SELLS E*TRADE ADVISOR SERVICES TO AXOS Axos Financial is buying E*Trade Advisor Services (EAS), the registered investment advisor custody business acquired by Morgan Stanley in 2020 as part of its $13 billion takeover of E*Trade, in a TWELVE POTENTIAL BIDEN TAX CHANGES ADVISORS SHOULD KEEP AN President Joe Biden used the budget reconciliation process to push through his recent COVID-19 relief package, a powerful avenue that's only available once a year. UNDERSTANDING THE HYBRID ADVISOR MODEL By Kapin Vora and Tobias Henry. While debate surrounding the role of technology in wealth management has traditionally pitted man against machine, as investors begin adopting new technology, a DYNASTY TRUSTS EXPLAINED For anyone seeking to preserve family wealth, developing a strategy to minimize estate transfer taxes is critical. Without a well-craftedmechanism to pass
DRAFTING SEE-THROUGH TRUSTS AFTER THE SECURE ACT The Setting Every Community Up for Retirement Enhancement (SECURE) Act 1 is expected to generate $15.749 billion in added federal incometaxes
IRA GOES FROM ESTATE TO INHERITED IRAS WITH INDIVIDUAL When an individual retirement account is payable to an estate or to a trust that pays outright to beneficiaries, the fiduciary naturally wishes to distribute the benefits in the most tax-efficient GIFTS UNDER POWERS OF ATTORNEY It’s common to include in a durable power of attorney (POA) the right for an agent (the person named to act on behalf of the principal who creates/grants the power) to make gifts.WELCOME TO WMRE
A year that has doled out adversity and misery as if it were Halloween candy is ending at its darkest moment of all. As we reach the end of 2020, the U.S. is registering more than 200,000 new ESTATE PLANNING IMPLICATIONS OF BIDEN’S RECENTLY ISSUED The Estate Planning Implications of Biden’s Recently Issued Green Book. A summary of the key provisions of which advisors should be aware. On May 28, the Biden administration released itsBASIC TRAINING
Most people take a self-study program, but for locals, there's also a classroom-based option. Cost: $300 to $395 per course. One plus: Sincethere's so
SEC CHARGES UNREGISTERED BROKERS WHO SOLD FRAUDULENT SEC Charges Unregistered Brokers Who Sold Allegedly Fraudulent Securities. The SEC claims Ronald Frank Stevenson and Jason P. Woottenunlawfully sold
MEDICAL OFFICE BUILDINGS CONTINUE TO GAIN INVESTOR The amount of space at medical office properties that is occupied by tenants has stayed between 91.5 percent and 92.5 percent on averagefor more than a
THE 15 BEST PODCASTS FOR FINANCIAL ADVISORS Since WealthManagement.com last recommended the best podcasts for financial professionals, a new crop of exciting podcasts, from an increasingly diverse group of podcasters, has grown to help youWELCOME TO WMRE
A year that has doled out adversity and misery as if it were Halloween candy is ending at its darkest moment of all. As we reach the end of 2020, the U.S. is registering more than 200,000 new ESTATE PLANNING IMPLICATIONS OF BIDEN’S RECENTLY ISSUED The Estate Planning Implications of Biden’s Recently Issued Green Book. A summary of the key provisions of which advisors should be aware. On May 28, the Biden administration released itsBASIC TRAINING
Most people take a self-study program, but for locals, there's also a classroom-based option. Cost: $300 to $395 per course. One plus: Sincethere's so
SEC CHARGES UNREGISTERED BROKERS WHO SOLD FRAUDULENT SEC Charges Unregistered Brokers Who Sold Allegedly Fraudulent Securities. The SEC claims Ronald Frank Stevenson and Jason P. Woottenunlawfully sold
MEDICAL OFFICE BUILDINGS CONTINUE TO GAIN INVESTOR The amount of space at medical office properties that is occupied by tenants has stayed between 91.5 percent and 92.5 percent on averagefor more than a
THE 15 BEST PODCASTS FOR FINANCIAL ADVISORS Since WealthManagement.com last recommended the best podcasts for financial professionals, a new crop of exciting podcasts, from an increasingly diverse group of podcasters, has grown to help you ESTATE PLANNING WITH BITCOIN EXPLAINED Estate Planning With Bitcoin Explained. Planning for the currency of the future should start today. By Robert D. Kaplow, Esq. So your client bought some type of cryptocurrency (bitcoin, Ethereum UNDERSTANDING THE HYBRID ADVISOR MODEL Understanding the Hybrid Advisor Model. As advisors begin to embrace the digital wave, the technology-enabled hybrid model can take onseveral variations.
HOW THE ROBOS ARE PERFORMING On average, the robos posted a return of 10.6 percent for the year, more or less tracking the performance of traditional 60/40 index funds. The purely digital advisors' fees range from nothing to IS OPPORTUNITY ZONE INVESTMENT WORTH THE RISK? Investors should be wary of the risk profile of Opportunity Zone deals, which could be much higher in certain targeted census tracts than the stock market. Federal initiatives designed to THE BEST RETIREMENT INCOME FUND The “Big Five”. The 800-pound gorilla is the $16 billion Vanguard Target Retirement Income Fund (VTINX). It’s easy to see why this is the biggest fund in the field. With an annual expense CLEVER STRATEGIES FOR CAPITAL GAINS The federal long-term capital gains tax rate (applied to assets held at least 12 months) generally tops out at 20% and is usually 15% for all but the highest earners. For 2020, single clients with QUALIFIED PERSONAL RESIDENCE TRUSTS BASICS A qualified personal residence trust (QPRT) is an irrevocable trust that allows a taxpayer to transfer a personal residence to the next generation for less than the full value of the residence byTOP 25 HOTEL OWNERS
Accor Worldwide. Total Number of Rooms: 270,727 4001 International Pkwy. Carrollton, TX 75007 Phone: (972) 360-9000 Web site:www.accor-na.com
THE TOP 10 COLLEGES FOR FINANCIAL PLANNING All the programs ranked here are registered by the CFP Board. These are the top 10. John Kador is a business author and frequent contributor to Wealth Management. Katie Tschida, a UNDERSTANDING THE HYBRID ADVISOR MODEL Understanding the Hybrid Advisor Model. As advisors begin to embrace the digital wave, the technology-enabled hybrid model can take on several variations. Dec INDUSTRY MOURNS PASSING OF RAYMOND JAMES RECRUITER BARRY Well known to many financial advisors, the longtime director of Raymond James Advisor Choice Consulting was remembered by dozens of industry colleagues on social media Tuesday. UNDERSTANDING THE RISKS AND RESPONSIBILITIES OF SERVING AS Understanding the Risks and Responsibilities of Serving as Trustee. Acting as a trustee, in an individual capacity, carries with it risks and responsibilities that need to be understood by anyone CAP RATES DROP AS COMPETITION FOR MEDICAL OFFICE BUILDINGS Their firms had allocated $14.9 billion in equity to healthcare real estate investment and development for 2017. The market cap rate for MOBs falls between 6.0 DENIED EMPLOYMENT WITH EDWARD JONES billionaire. Joined: 2010-03-04 Offline. I went through the hiring process at Edward Jones all the way to the end. Everything went well, I went above and beyond all expectations, and my interviewWELCOME TO WMRE
A year that has doled out adversity and misery as if it were Halloween candy is ending at its darkest moment of all. As we reach the end of 2020, the U.S. is registering more than 200,000 new ESTATE PLANNING IMPLICATIONS OF BIDEN’S RECENTLY ISSUED The Estate Planning Implications of Biden’s Recently Issued Green Book. A summary of the key provisions of which advisors should be aware. On May 28, the Biden administration released itsBASIC TRAINING
Most people take a self-study program, but for locals, there's also a classroom-based option. Cost: $300 to $395 per course. One plus: Sincethere's so
TAX LAW UPDATE: APRIL 2021 Tax rates. The Act proposes a graduated structure for tax rates and overall rate increases. Estates over $3.5 million but under $10 million would be subject to a 45% tax rate; over $10 million BARRED ADVISOR DARYL BANK CONVICTED FOR ROLE IN $25 Barred Advisor Convicted for Role in $25 Million Investment Scheme. Daryl Bank faces a maximum sentence of 300 years in prison after a jury in Virginia federal MEDICAL OFFICE BUILDINGS CONTINUE TO GAIN INVESTOR The amount of space at medical office properties that is occupied by tenants has stayed between 91.5 percent and 92.5 percent on averagefor more than a
THE 15 BEST PODCASTS FOR FINANCIAL ADVISORS Since WealthManagement.com last recommended the best podcasts for financial professionals, a new crop of exciting podcasts, from an increasingly diverse group of podcasters, has grown to help you SEC CHARGES UNREGISTERED BROKERS WHO SOLD FRAUDULENT SEC Charges Unregistered Brokers Who Sold Allegedly Fraudulent Securities. The SEC claims Ronald Frank Stevenson and Jason P. Woottenunlawfully sold
THE TOP 10 COLLEGES FOR FINANCIAL PLANNING All the programs ranked here are registered by the CFP Board. These are the top 10. John Kador is a business author and frequent contributor to Wealth Management. Katie Tschida, a IS OPPORTUNITY ZONE INVESTMENT WORTH THE RISK? Investors should be wary of the risk profile of Opportunity Zone deals, which could be much higher in certain targeted census tracts than the stock market. Federal initiatives designed toWELCOME TO WMRE
A year that has doled out adversity and misery as if it were Halloween candy is ending at its darkest moment of all. As we reach the end of 2020, the U.S. is registering more than 200,000 new ESTATE PLANNING IMPLICATIONS OF BIDEN’S RECENTLY ISSUED The Estate Planning Implications of Biden’s Recently Issued Green Book. A summary of the key provisions of which advisors should be aware. On May 28, the Biden administration released itsBASIC TRAINING
Most people take a self-study program, but for locals, there's also a classroom-based option. Cost: $300 to $395 per course. One plus: Sincethere's so
TAX LAW UPDATE: APRIL 2021 Tax rates. The Act proposes a graduated structure for tax rates and overall rate increases. Estates over $3.5 million but under $10 million would be subject to a 45% tax rate; over $10 million BARRED ADVISOR DARYL BANK CONVICTED FOR ROLE IN $25 Barred Advisor Convicted for Role in $25 Million Investment Scheme. Daryl Bank faces a maximum sentence of 300 years in prison after a jury in Virginia federal MEDICAL OFFICE BUILDINGS CONTINUE TO GAIN INVESTOR The amount of space at medical office properties that is occupied by tenants has stayed between 91.5 percent and 92.5 percent on averagefor more than a
THE 15 BEST PODCASTS FOR FINANCIAL ADVISORS Since WealthManagement.com last recommended the best podcasts for financial professionals, a new crop of exciting podcasts, from an increasingly diverse group of podcasters, has grown to help you SEC CHARGES UNREGISTERED BROKERS WHO SOLD FRAUDULENT SEC Charges Unregistered Brokers Who Sold Allegedly Fraudulent Securities. The SEC claims Ronald Frank Stevenson and Jason P. Woottenunlawfully sold
THE TOP 10 COLLEGES FOR FINANCIAL PLANNING All the programs ranked here are registered by the CFP Board. These are the top 10. John Kador is a business author and frequent contributor to Wealth Management. Katie Tschida, a IS OPPORTUNITY ZONE INVESTMENT WORTH THE RISK? Investors should be wary of the risk profile of Opportunity Zone deals, which could be much higher in certain targeted census tracts than the stock market. Federal initiatives designed to ESTATE PLANNING FOR VACATION HOMES Estate Planning for Vacation Homes. Vacation homes are a common asset and can be useful planning tools in appropriate circumstances. There are 7.4 million Americans who own a second home. PlanningTOP 25 HOTEL OWNERS
Accor Worldwide. Total Number of Rooms: 270,727 4001 International Pkwy. Carrollton, TX 75007 Phone: (972) 360-9000 Web site:www.accor-na.com
THE TOP 10 COLLEGES FOR FINANCIAL PLANNING All the programs ranked here are registered by the CFP Board. These are the top 10. John Kador is a business author and frequent contributor to Wealth Management. Katie Tschida, a WHAT'S YOUR BOOK WORTH? What is a book of business worth in the free market? The quick and dirty answer is somewhere between one to two times gross revenue.That's for an
QUALIFIED PERSONAL RESIDENCE TRUSTS BASICS A qualified personal residence trust (QPRT) is an irrevocable trust that allows a taxpayer to transfer a personal residence to the next generation for less than the full value of the residence by THE FINANCIAL ADVISOR INTRODUCTION STRATEGY The Financial Advisor Introduction Strategy. Approach your initial meeting prepared, relaxed and brimming with confidence. Matt Oechsli | Apr 30, 2014. Chicago - “I get it. I’ve got to get UNDERSTANDING THE HYBRID ADVISOR MODEL Understanding the Hybrid Advisor Model. As advisors begin to embrace the digital wave, the technology-enabled hybrid model can take on several variations. Dec TOP 25 SHOPPING CENTER OWNERS The Top Shopping Center Owners ranking originally appeared in sister publication Retail Traffic. The listing is based on total retail GLA owned as of Dec. 31, 2007. Every attempt to include as TESTAMENTARY POWER OF APPOINTMENT In PLR 201444003 (released Oct. 31, 2014), the IRS determined that a testamentary power of appointment (POA) didn’t constitute a general POA under Internal Revenue Code Section 2041. GIVING OUT ADVICE W/O A LICENSE? This may be why the savings rate in America is negative - the media, and consumers can't be held accountable. Professionals can be held accountable. They are licensed to sell real food, they can'tWELCOME TO WMRE
A year that has doled out adversity and misery as if it were Halloween candy is ending at its darkest moment of all. As we reach the end of 2020, the U.S. is registering more than 200,000 new ESTATE PLANNING IMPLICATIONS OF BIDEN’S RECENTLY ISSUED The Estate Planning Implications of Biden’s Recently Issued Green Book. A summary of the key provisions of which advisors should be aware. On May 28, the Biden administration released itsBASIC TRAINING
Most people take a self-study program, but for locals, there's also a classroom-based option. Cost: $300 to $395 per course. One plus: Sincethere's so
TAX LAW UPDATE: APRIL 2021 Tax rates. The Act proposes a graduated structure for tax rates and overall rate increases. Estates over $3.5 million but under $10 million would be subject to a 45% tax rate; over $10 million BARRED ADVISOR DARYL BANK CONVICTED FOR ROLE IN $25 Barred Advisor Convicted for Role in $25 Million Investment Scheme. Daryl Bank faces a maximum sentence of 300 years in prison after a jury in Virginia federal MEDICAL OFFICE BUILDINGS CONTINUE TO GAIN INVESTOR The amount of space at medical office properties that is occupied by tenants has stayed between 91.5 percent and 92.5 percent on averagefor more than a
THE 15 BEST PODCASTS FOR FINANCIAL ADVISORS Since WealthManagement.com last recommended the best podcasts for financial professionals, a new crop of exciting podcasts, from an increasingly diverse group of podcasters, has grown to help you SEC CHARGES UNREGISTERED BROKERS WHO SOLD FRAUDULENT SEC Charges Unregistered Brokers Who Sold Allegedly Fraudulent Securities. The SEC claims Ronald Frank Stevenson and Jason P. Woottenunlawfully sold
THE TOP 10 COLLEGES FOR FINANCIAL PLANNING All the programs ranked here are registered by the CFP Board. These are the top 10. John Kador is a business author and frequent contributor to Wealth Management. Katie Tschida, a IS OPPORTUNITY ZONE INVESTMENT WORTH THE RISK? Investors should be wary of the risk profile of Opportunity Zone deals, which could be much higher in certain targeted census tracts than the stock market. Federal initiatives designed toWELCOME TO WMRE
A year that has doled out adversity and misery as if it were Halloween candy is ending at its darkest moment of all. As we reach the end of 2020, the U.S. is registering more than 200,000 new ESTATE PLANNING IMPLICATIONS OF BIDEN’S RECENTLY ISSUED The Estate Planning Implications of Biden’s Recently Issued Green Book. A summary of the key provisions of which advisors should be aware. On May 28, the Biden administration released itsBASIC TRAINING
Most people take a self-study program, but for locals, there's also a classroom-based option. Cost: $300 to $395 per course. One plus: Sincethere's so
TAX LAW UPDATE: APRIL 2021 Tax rates. The Act proposes a graduated structure for tax rates and overall rate increases. Estates over $3.5 million but under $10 million would be subject to a 45% tax rate; over $10 million BARRED ADVISOR DARYL BANK CONVICTED FOR ROLE IN $25 Barred Advisor Convicted for Role in $25 Million Investment Scheme. Daryl Bank faces a maximum sentence of 300 years in prison after a jury in Virginia federal MEDICAL OFFICE BUILDINGS CONTINUE TO GAIN INVESTOR The amount of space at medical office properties that is occupied by tenants has stayed between 91.5 percent and 92.5 percent on averagefor more than a
THE 15 BEST PODCASTS FOR FINANCIAL ADVISORS Since WealthManagement.com last recommended the best podcasts for financial professionals, a new crop of exciting podcasts, from an increasingly diverse group of podcasters, has grown to help you SEC CHARGES UNREGISTERED BROKERS WHO SOLD FRAUDULENT SEC Charges Unregistered Brokers Who Sold Allegedly Fraudulent Securities. The SEC claims Ronald Frank Stevenson and Jason P. Woottenunlawfully sold
THE TOP 10 COLLEGES FOR FINANCIAL PLANNING All the programs ranked here are registered by the CFP Board. These are the top 10. John Kador is a business author and frequent contributor to Wealth Management. Katie Tschida, a IS OPPORTUNITY ZONE INVESTMENT WORTH THE RISK? Investors should be wary of the risk profile of Opportunity Zone deals, which could be much higher in certain targeted census tracts than the stock market. Federal initiatives designed to ESTATE PLANNING FOR VACATION HOMES Estate Planning for Vacation Homes. Vacation homes are a common asset and can be useful planning tools in appropriate circumstances. There are 7.4 million Americans who own a second home. PlanningTOP 25 HOTEL OWNERS
Accor Worldwide. Total Number of Rooms: 270,727 4001 International Pkwy. Carrollton, TX 75007 Phone: (972) 360-9000 Web site:www.accor-na.com
THE TOP 10 COLLEGES FOR FINANCIAL PLANNING All the programs ranked here are registered by the CFP Board. These are the top 10. John Kador is a business author and frequent contributor to Wealth Management. Katie Tschida, a WHAT'S YOUR BOOK WORTH? What is a book of business worth in the free market? The quick and dirty answer is somewhere between one to two times gross revenue.That's for an
QUALIFIED PERSONAL RESIDENCE TRUSTS BASICS A qualified personal residence trust (QPRT) is an irrevocable trust that allows a taxpayer to transfer a personal residence to the next generation for less than the full value of the residence by THE FINANCIAL ADVISOR INTRODUCTION STRATEGY The Financial Advisor Introduction Strategy. Approach your initial meeting prepared, relaxed and brimming with confidence. Matt Oechsli | Apr 30, 2014. Chicago - “I get it. I’ve got to get UNDERSTANDING THE HYBRID ADVISOR MODEL Understanding the Hybrid Advisor Model. As advisors begin to embrace the digital wave, the technology-enabled hybrid model can take on several variations. Dec TOP 25 SHOPPING CENTER OWNERS The Top Shopping Center Owners ranking originally appeared in sister publication Retail Traffic. The listing is based on total retail GLA owned as of Dec. 31, 2007. Every attempt to include as TESTAMENTARY POWER OF APPOINTMENT In PLR 201444003 (released Oct. 31, 2014), the IRS determined that a testamentary power of appointment (POA) didn’t constitute a general POA under Internal Revenue Code Section 2041. GIVING OUT ADVICE W/O A LICENSE? This may be why the savings rate in America is negative - the media, and consumers can't be held accountable. Professionals can be held accountable. They are licensed to sell real food, they can'tWELCOME TO WMRE
A year that has doled out adversity and misery as if it were Halloween candy is ending at its darkest moment of all. As we reach the end of 2020, the U.S. is registering more than 200,000 new ESTATE PLANNING IMPLICATIONS OF BIDEN’S RECENTLY ISSUED The Estate Planning Implications of Biden’s Recently Issued Green Book. A summary of the key provisions of which advisors should be aware. On May 28, the Biden administration released itsBASIC TRAINING
Most people take a self-study program, but for locals, there's also a classroom-based option. Cost: $300 to $395 per course. One plus: Sincethere's so
QUALIFIED PERSONAL RESIDENCE TRUSTS BASICS A qualified personal residence trust (QPRT) is an irrevocable trust that allows a taxpayer to transfer a personal residence to the next generation for less than the full value of the residence by MEDICAL OFFICE BUILDINGS CONTINUE TO GAIN INVESTOR The amount of space at medical office properties that is occupied by tenants has stayed between 91.5 percent and 92.5 percent on averagefor more than a
UNDERSTANDING THE HYBRID ADVISOR MODEL Understanding the Hybrid Advisor Model. As advisors begin to embrace the digital wave, the technology-enabled hybrid model can take onseveral variations.
A.G. EDWARDS
A.G. Edwards is one of the best-kept secrets in the country, A.G. Edwards also owns its headquarters buildings and has no debt. If someone tries to take us over, and I think someone will, they THE TOP 10 COLLEGES FOR FINANCIAL PLANNING All the programs ranked here are registered by the CFP Board. These are the top 10. John Kador is a business author and frequent contributor to Wealth Management. Katie Tschida, a DRAFTING SEE-THROUGH TRUSTS AFTER THE SECURE ACT 1. The “SECURE Act” is the nickname for Section 401 of Title IV—Revenue Provisions of “Division O” (Setting Every Community up for Retirement Enhancement) of the Further Consolidated COST TO HANG SERIES 7 The answer looks something like this. It will cost between 650.00 - 1,000.00 depending on which firm you choose, monthly overhead isaround 250.00
WELCOME TO WMRE
A year that has doled out adversity and misery as if it were Halloween candy is ending at its darkest moment of all. As we reach the end of 2020, the U.S. is registering more than 200,000 new ESTATE PLANNING IMPLICATIONS OF BIDEN’S RECENTLY ISSUED The Estate Planning Implications of Biden’s Recently Issued Green Book. A summary of the key provisions of which advisors should be aware. On May 28, the Biden administration released itsBASIC TRAINING
Most people take a self-study program, but for locals, there's also a classroom-based option. Cost: $300 to $395 per course. One plus: Sincethere's so
QUALIFIED PERSONAL RESIDENCE TRUSTS BASICS A qualified personal residence trust (QPRT) is an irrevocable trust that allows a taxpayer to transfer a personal residence to the next generation for less than the full value of the residence by MEDICAL OFFICE BUILDINGS CONTINUE TO GAIN INVESTOR The amount of space at medical office properties that is occupied by tenants has stayed between 91.5 percent and 92.5 percent on averagefor more than a
UNDERSTANDING THE HYBRID ADVISOR MODEL Understanding the Hybrid Advisor Model. As advisors begin to embrace the digital wave, the technology-enabled hybrid model can take onseveral variations.
A.G. EDWARDS
A.G. Edwards is one of the best-kept secrets in the country, A.G. Edwards also owns its headquarters buildings and has no debt. If someone tries to take us over, and I think someone will, they THE TOP 10 COLLEGES FOR FINANCIAL PLANNING All the programs ranked here are registered by the CFP Board. These are the top 10. John Kador is a business author and frequent contributor to Wealth Management. Katie Tschida, a DRAFTING SEE-THROUGH TRUSTS AFTER THE SECURE ACT 1. The “SECURE Act” is the nickname for Section 401 of Title IV—Revenue Provisions of “Division O” (Setting Every Community up for Retirement Enhancement) of the Further Consolidated COST TO HANG SERIES 7 The answer looks something like this. It will cost between 650.00 - 1,000.00 depending on which firm you choose, monthly overhead isaround 250.00
A.G. EDWARDS
A.G. Edwards is one of the best-kept secrets in the country, A.G. Edwards also owns its headquarters buildings and has no debt. If someone tries to take us over, and I think someone will, they CHARITABLE GIFTS OF REAL ESTATE Real estate, both residential and investment, represents a significant portion of the country’s wealth. As such, it should be considered as an asset class for a potential charitable gift. PRIVATE PLACEMENT LIFE INSURANCE EXPLAINED Private placement life insurance, or PPLI, is a customized version of variable rate insurance not available to the general public. At present, PPLI policies are more often offered by banks, hedgeQPRT EXIT STRATEGY
QPRT Exit Strategy. Okay—so, you’ve sold your clients on the potential estate-tax benefit to be achieved with a qualified personal residence trust (QPRT). And you’ve explained that, with a NAMING A TRUST AS IRA BENEFICIARY: KEY CONSIDERATIONS Naming a Trust as IRA Beneficiary: Key Considerations. In many, but not all, instances, a trust is a better option than naming an individual. Trusts are terrific estate planning vehicles that TESTAMENTARY POWER OF APPOINTMENT In PLR 201444003 (released Oct. 31, 2014), the IRS determined that a testamentary power of appointment (POA) didn’t constitute a general POA under Internal Revenue Code Section 2041. INFLATIONARY EFFECTS ON SENIORS J.P. Morgan Asset Management says the average 65-year-old last year paid $4,400 in premiums for Part B (outpatient services), Part D (prescription drugs), Medigap supplemental coverage, out GIVING OUT ADVICE W/O A LICENSE? This may be why the savings rate in America is negative - the media, and consumers can't be held accountable. Professionals can be held accountable. They are licensed to sell real food, they can't DUAL-CONTRACT ACCOUNT ASSETS CONTINUE TO GROW The dual-contract structure for separately managed accounts was a popular business model in the mid-1970s. Under the structure, theclient signs
SIX TRAPS TO AVOID WHEN PREPARING GIFT TAX RETURNS Six Traps to Avoid When Preparing Gift Tax Returns. The consequences of a mistake can be severe. Michelle L. Ward | Feb 01, 2016. Since the early 2000s, the estate tax burden on taxpayers hasWELCOME TO WMRE
A year that has doled out adversity and misery as if it were Halloween candy is ending at its darkest moment of all. As we reach the end of 2020, the U.S. is registering more than 200,000 new ESTATE PLANNING IMPLICATIONS OF BIDEN’S RECENTLY ISSUED President Biden’s primary plan to tax HNW families’ estate-planning structures is by making death, lifetime gifts and exceeding maximum holding periods for assets in trust recognitionevents
BASIC TRAINING
The answer: with difficulty. Especially when you're talking about the handful of major designations, the process involves an intense, demanding course of study, culminating in UNDERSTANDING THE HYBRID ADVISOR MODEL By Kapin Vora and Tobias Henry. While debate surrounding the role of technology in wealth management has traditionally pitted man against machine, as investors begin adopting new technology, a QUALIFIED PERSONAL RESIDENCE TRUSTS BASICS A qualified personal residence trust (QPRT) is an irrevocable trust that allows a taxpayer to transfer a personal residence to the next generation for less than the full value of the residence by MEDICAL OFFICE BUILDINGS CONTINUE TO GAIN INVESTOR Medical office properties are rapidly becoming some of the most prized assets in real estate. They have survived the global crisis caused by the spread of the coronavirus with strong rents, onA.G. EDWARDS
Here are all of the comments RR heard from A.G Edwards brokers. A "We focus on client rather than product. We’re a conservative firm so there is no focus on technology and that’s not THE TOP 10 COLLEGES FOR FINANCIAL PLANNING This ranking represents the first ever data-centric approach to measure the nation’s financial planning programs offered at collegesand universities.
DRAFTING SEE-THROUGH TRUSTS AFTER THE SECURE ACT The Setting Every Community Up for Retirement Enhancement (SECURE) Act 1 is expected to generate $15.749 billion in added federal incometaxes
COST TO HANG SERIES 7 The answer looks something like this. It will cost between 650.00 - 1,000.00 depending on which firm you choose, monthly overhead is around 250.00 including E&O.WELCOME TO WMRE
A year that has doled out adversity and misery as if it were Halloween candy is ending at its darkest moment of all. As we reach the end of 2020, the U.S. is registering more than 200,000 new ESTATE PLANNING IMPLICATIONS OF BIDEN’S RECENTLY ISSUED President Biden’s primary plan to tax HNW families’ estate-planning structures is by making death, lifetime gifts and exceeding maximum holding periods for assets in trust recognitionevents
BASIC TRAINING
The answer: with difficulty. Especially when you're talking about the handful of major designations, the process involves an intense, demanding course of study, culminating in UNDERSTANDING THE HYBRID ADVISOR MODEL By Kapin Vora and Tobias Henry. While debate surrounding the role of technology in wealth management has traditionally pitted man against machine, as investors begin adopting new technology, a QUALIFIED PERSONAL RESIDENCE TRUSTS BASICS A qualified personal residence trust (QPRT) is an irrevocable trust that allows a taxpayer to transfer a personal residence to the next generation for less than the full value of the residence by MEDICAL OFFICE BUILDINGS CONTINUE TO GAIN INVESTOR Medical office properties are rapidly becoming some of the most prized assets in real estate. They have survived the global crisis caused by the spread of the coronavirus with strong rents, onA.G. EDWARDS
Here are all of the comments RR heard from A.G Edwards brokers. A "We focus on client rather than product. We’re a conservative firm so there is no focus on technology and that’s not THE TOP 10 COLLEGES FOR FINANCIAL PLANNING This ranking represents the first ever data-centric approach to measure the nation’s financial planning programs offered at collegesand universities.
DRAFTING SEE-THROUGH TRUSTS AFTER THE SECURE ACT The Setting Every Community Up for Retirement Enhancement (SECURE) Act 1 is expected to generate $15.749 billion in added federal incometaxes
COST TO HANG SERIES 7 The answer looks something like this. It will cost between 650.00 - 1,000.00 depending on which firm you choose, monthly overhead is around 250.00 including E&O.A.G. EDWARDS
Here are all of the comments RR heard from A.G Edwards brokers. A "We focus on client rather than product. We’re a conservative firm so there is no focus on technology and that’s not CHARITABLE GIFTS OF REAL ESTATE Real estate, both residential and investment, represents a significant portion of the country’s wealth. As such, it should be considered as an asset class for a potential charitable gift. PRIVATE PLACEMENT LIFE INSURANCE EXPLAINED It seems like every day there is a new “big idea” for shielding both wealth and income from the long reach of the Internal RevenueService.
QPRT EXIT STRATEGY
Okay—so, you’ve sold your clients on the potential estate-tax benefit to be achieved with a qualified personal residence trust (QPRT). And you’ve explained that, with a married couple, the INFLATIONARY EFFECTS ON SENIORS The inflation rate experienced by seniors is higher than that of the overall economy. The culprit is health care. NAMING A TRUST AS IRA BENEFICIARY: KEY CONSIDERATIONS Trusts are terrific estate planning vehicles that allow individuals to protect and preserve wealth and to pass assets to the next generation. Individual retirement accounts (IRAs) are also useful TESTAMENTARY POWER OF APPOINTMENT In PLR 201444003 (released Oct. 31, 2014), the IRS determined that a testamentary power of appointment (POA) didn’t constitute a general POA under Internal Revenue Code Section 2041. GIVING OUT ADVICE W/O A LICENSE? This would be a good question for Suzy. But I think her listeners would not be interested. Compared to the icing, even the cupcake isnot tasty enough.
WHAT IS YOUR ADVISORY PRACTICE REALLY WORTH? Recently an advisor was interested in selling his practice that he had built over the past several years. He was 69 years of age and wanted to be completely done working in DUAL-CONTRACT ACCOUNT ASSETS CONTINUE TO GROW The dual-contract structure for separately managed accounts was a popular business model in the mid-1970s. Under the structure, theclient signs
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