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New York Law Journal

Cash Balance Plans for Professional Practices

Investing for retirement can be problematic for professionals in partnerships or other types of closely held firms. This article explains how cash balance plans can help.

February 11, 2010
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The CPA Journal

Investment Planning After the Flood

Using historical examples, this article examines the near- and longer-term implications that changes to an investment plan would likely have on an investor’s ability to achieve his or her financial objectives.

December 15, 2009
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Trusts & Estates

Transfer Wealth Tax-Free

This article compares the range of wealth transferred over time by direct gifts (where the donor intentionally pays gift tax) with a longer-term wealth transfer strategy involving rolling GRATs.

December 15, 2009
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ABA Trusts & Investments

Fiduciary Investment After the Storm

In this article, we consider how a trustee can best shape the allocation for the trust’s assets in a manner that will comport with the duties of prudent investment and impartiality.

December 15, 2009
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American Bar Association's Voice of Experience

Planning for Retirement

In this article, we take up the question: how should we think about our retirement nest eggs in the wake of the incredible volatility we have experienced for the past two years in the capital markets?

November 15, 2009
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Journal of Wealth Management

Getting Off the Fence

In this article, we examine a dynamic wealth transfer strategy that is fiscally sound yet accommodating to people who suffer from fears that they themselves might run out of money and that of loss of control.

November 6, 2009
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The CPA Journal

Can Early Harvests Reap Greater Gains?

Capital gains are scheduled to rise from 15% to 20% in 2011. Should a prospective change in tax policy influence your investment strategy?

October 31, 2009
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Trusts & Estates

Gimme Credit Shelter Trusts

In this article, we modeled several distribution options for an IRA and found that the estate tax savings of a Credit Shelter Trust trump the benefits of an IRA’s income tax deferral.

October 31, 2009
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The CPA Journal

Best Use of Tax-Deferred Accounts

In this article, we examine the decisions facing investors approaching or already in retirement, including how to integrate tax-deferred accounts into their overall estate plans.

September 30, 2009
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