Advanced Planning Library

Industry thought leaders share their expertise about tax mitigation, estate planning, wealth protection, wealth enhancement, charitable giving and business owner issues. These complimentary articles are provided in convenient PDF format.

Tax Mitigation

What You Need to Know About the 3.8% Net Investment Tax

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If only the rules were as basic as the math.
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By Janice Eiseman

Commonly Overlooked Tax Incentives for Business Owners – Part 1

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Use government programs to lower tax bills while creating jobs and wealth.
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By Blake Christian

Estate Planning

Collecting for Passion or Investment

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Building a Long Term Collecting Strategy: For Love, or Money or Both?
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By Laurence Zale

Improving Financial Awareness and Literacy – Pt.1

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It starts with getting your estate planning house in order.
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By Valentino Sabuco

You Can’t Take It with You

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Charity and your estate.
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By Gina M. Barry, Esq.

Taking RMDs When One Doesn’t Need the Money to Live On

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A case study on trusts and taking RMDs when one doesn’t need the money to live on.
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By Randy Fox

Fights Over Estates Can Tear Families Apart

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My personal story and guidelines for keeping the peace.
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By Hyman G. Darling

Why Estate Planning Is So Critical for Women

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Some healthy reminders for advisors.
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By Gina M. Barry, Esq.

Charitable Giving

The Charitable Remainder Trust

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Having your cake and eating it too!
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By Michael King

Simple Gifts and Planned Gifts

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Finding the right cause and writing a check is just the beginning. Planned Giving 2.0 takes a long-term holistic approach
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By Randy Fox and Steven Zeiger

Charitable Donations and Tax Deductions

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A cautionary tale.
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By Hyman G. Darling with Gina M. Barry

Personalized Philanthropy and the Four Donors

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Parables for radically rethinking your charitable giving goals.
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By Steven L. Meyers, Ph.D

Wealth Protection

Financial and Tax Related Identity Theft

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The new frontier.
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By Blake Christian

Starting or Building Your Fine Art or Collectible Collection

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When it comes to art and collectibles, don’t do it alone.
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Valentino Sabuco interviews Laurence Zale

Insurance as a Wealth Management Tool

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Five ways to be sure that you and your loved ones are sufficiently covered.
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by Scott Justice

So, Mom Is Dating Again?

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How advisors can help alleviate the concerns of adult children.
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by Marguerite Lorenz

Wealth Enhancement

Is Bengen’s Four Percent Rule Still Relevant?

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How much should retirees safely withdraw each year?
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By Guy Baker

Why People Can’t Keep Their Financial Resolutions

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Here are 10 most frequently broken promises and why they are broken.
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By Glenn Freed

Issues for Business Owners

Ten Factors to Help You Decide Between Buying and Leasing a Business Vehicle – Part 1

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Use government programs to lower tax bills while creating jobs and wealth.
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By Glenn Demby

The Four Boxes of Financial Independence

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And you thought your business was enough to get you to retirement?
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By Josh Patrick

Alcoholism’s Stinking Thinking: “Just Wine at Dinner”

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Alcohol abuse can be devastating to any family, especially to business families.
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By Tom Hubler

Exiting Your Businesses in Style

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7 keys to a happy, prosperous succession plan
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By Josh Patrick

Commonly Overlooked Tax Incentives for Business Owners – Part 1

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Use government programs to lower tax bills while creating jobs and wealth.
Read more…

By Blake Christian