Articles By Monthly Issue

February 2012
-Practice Management
-Planning Ideas
-Regulation & Compliance
-More Planning Ideas
-More Regulation & Compliance

January 2012
-Practice Management
-Planning Ideas
-Taxes
-More Planning Ideas
-Even More Planning Ideas

December 2011
-Practice Management
-Planning Ideas
-Taxes
-More Planning Ideas

November 2011
-Planning Ideas
-Taxes
-Regulation & Compliance
-More Taxes

October 2011
-Planning Ideas
-Taxes
-Regulation & Compliance

September 2011
-Planning Ideas
-Practice Management
-Taxes
-More Planning Ideas

August 2011
-Planning Ideas
-Practice Management
-Taxes
-Regulation & Compliance

July 2011
-Planning Ideas
-Taxes
-Regulation & Compliance
-More Taxes

June 2011
-Planning Ideas
-More Planning Ideas
-Taxes
-Regulation & Compliance

May 2011
-Planning Ideas
-Practice Management
-Taxes
-More Taxes

April 2011
-Planning Ideas
-Practice Management
-Taxes

March 2011
-Planning Ideas
-Practice Management
-Taxes
-Regulation & Compliance

February 2011
-Planning Ideas
-Taxes
-Regulation & Compliance

January 2011
-Planning Ideas
-Taxes
-Regulation & Compliance

December 2010
-Planning Ideas
-Taxes
-Regulation & Compliance

November 2010
-Planning Ideas
-More Planning Ideas
-Taxes
-Regulation & Compliance

October 2010
-Planning Ideas
-Practice Management
-Taxes
-Regulation & Compliance

September 2010
-Planning Ideas
-Practice Management
-Taxes
-Regulation & Compliance

August 2010
-Planning Ideas
-Practice Management
-Taxes
-Regulation & Compliance

July 2010
-Planning Ideas
-Practice Management
-Taxes
-Regulation & Compliance

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All Articles Copyright Cannon Financial Institute ©2009-2012
All Rights Reserved

Articles By Subject

Planning Ideas
-Asset Proctection (Feb '12)
-Avoiding Common Mistakes in Buy-Sell Agreements (Mar '11)
-Below Market Loans (Nov '11)
-Business Succession Planning (Aug '10)
-Business Valuation (Oct '10)
-Charitable Giving with Life Insurance (Jul '11)
-CLATs Couldn’t be Better (Aug '09)
-Conversion to a Roth IRA (Nov '09)
-Dividend Blowout (Dec '10)
-ESOPs Continue to Offer Significant Benefits (Apr '11)
-Family Limited Partnerships (Apr '10)
-Family Limited Partnerships Revisited (Nov '10)
-Gifts of Compensatory Stock Options (Jun '11)
-The Graegin Note (Jul '10)
-The Graegin Note Revisited (Nov '10)
-GRATs Remain in Season (May '10)
-Health Savings Plans (Dec '11)
-IRC Section 529 Plans (Dec '11)
-Keep Your Exceptions Straight (Jan '12)
-Life Insurance in a Qualified Plan (Sep '11)
-Life Insurance after the 2010 Tax Act (Feb '11)
-Life Insurance Cash Values and Retirement Planning (Jan '12)
-Life Insurance in a Qualified Plan (Sep '11)
-Long-Term Care Insurance (Jan '10)
-Making Gifts in Excess of the 2010 Exemption (Sep '10)
-Maximizing the Benefits of a Stretch IRA (Feb '10)
-Net Gifts (Jun '10)
-Passing Along the Family Vacation Home (Feb '12)
-Protecting Qualified Plan and IRA Assets from Claims of Creditors (Jun '11)
-Roth Conversions Re-Visited (Oct '11)
-Re-characterizing a Roth Conversion (Jan '12)
-Restricted Stock: Don’t Get Trapped (Jan '11)
-Qualified Principal Residence Trusts (Oct '09)
-Same-Sex Couples and the Financial Advisor (Aug '11)
-Three Strategies for Handling Income in Respect of a Decedent (Mar '10)
-To Rollover or Not to Rollover (Sep '11)
-The Wealth Replacement Trust (Dec '09)
-Wealth Transfer with a IDGT (Sep '09)
-Who Needs a Credit Shelter Trust? (May '11)

Practice Management
-Best Practices of Wealth Managers (May '10)
-Boomers: Beyond Retirement (Apr '10)
-Brand Management (Sep '11)
-Comprehensive Wealth Management is the Way to Go (Oct '09)
-Cutting the Jargon (Jun '10)
-Defining your Ideal Client (Nov '09)
-Don’t Let Time Pass You By (Feb '10)
-Dynamic Discovery (Sep '09)
-Grow Your Business Blueprint (Aug '09)
-How Are Your Project Management Skills? (Jul '10)
-Niche Marketing: The Why and How in a Nutshell - Part 1 (Mar '11)
-Niche Marketing: The Why and How in a Nutshell - Part 2 (Apr '11)
-Niche Marketing: The Why and How in a Nutshell - Part 3 (May '11)
-Networking with Centers of Influence (Dec '09)
-A Proactive Client Communication Plan (Dec '11)
-Reality Engineering (Feb '12)
-Repositioning for Lift (Mar '10)
-Rev Up Your Branding Message: Part 1 (Sep '10)
-Rev Up Your Branding Message: Part 2 (Oct '10)
-Why Coaching Matters: the 10/80/10 Principle (Jan '12)
-Your Client Communication Plan (Jan '10)

Regulation and Compliance
-Consumer Privacy (Mar '11)
-Facebook, Twitter, and other Social Media for Financial Advisors (Jan '11)
-Final Rules on Family Offices and Security-Based Swaps (Aug '11)
-Financial Reform is Here (Aug '10)
-Guidelines for Trust Protectors (Jun '10)
-Harmonization (Jan '10)
-Insider Trading (Nov '09)
-Life Settlements (Feb '12)
-New Guidance on RIA’s Use of Social Media (Feb '12)
-New Proposed Rule for Target Date Funds (Jul '10)
-Overhaul of Financial Services Oversight (Dec '09)
-Proposed Changes to Regulation SHO (Sep '09)
-Proposed Changes to Rule 12b-1 (Sep '10)
-Proposed Changes to the Custody Rule (Aug '09)
-Proposed Regulation of Broker-Dealers (Jul '11)
-Proposed Regulation on Incentive-Based Compensation (Jun '11)
-Proposed Regulation of Security-Based Swaps (Dec '10)
-Registration of Family Offices (Nov '10)
-SEC Recommends Fiduciary Standard for Broker-Dealers (Feb '11)
-Transactions Tax, Fiduciary Standards, and Restraints on Risk-Taking (Feb '10)
-Transfer Taxes: What I Meant to Say Was... (Apr '10)
-Variable Annuities (Oct '09)
-The Volcker Rule (Nov '11)
-Working with Seniors (Oct '10)

Taxes
-Charitable Gifts of Conservation and Preservation Easements (Feb '11)
-Compensatory Stock Options: A Longer View (Jun '11)
-Conservation Easements Revisited (Jul '11)
-Exclusion for Limited Partnership Interests Denied (Dec '10)
-The Estate Tax: What Now? (Jan '10)
-Guidance on How to Elect Portability of Estate Tax Exclusion (Nov' 11)
-Intricacies of Crummey Trusts (Aug '10)
-The IRS Giveth and Taketh Away: Rev. Rul. 2010-25. (Nov '10)
-IRS Guidance on Employer-Owned Life Insurance (Aug '09)
-IRS Loses LLC Case Involving IDGT and Defined-Value Clause (Oct '11)
-IRS Puts Taxpayers on Notice: Beware "Toggle Trusts" (Sep '09)
-IRS Releases Data on Top 400 Incomes(Mar '10)
-IRS Rules on Exchange of Business Life Insurance (May '11)
-A Looming Brawl (Sep '10)
-Mutual Fund Taxation (Jul '11)
-New Case of Successful Family Limited Partnerships (Jun '10)
-New Guidance on Election Out for 2010 Decedents (Sep '11)
-New Law, New Opportunities (Jan '11)
-New Proposed Regulations under IRC Section 67(h) (Nov' 11)
-Paying for Healthcare Reform (Jan '10)
-Paying for Healthcare Update (May '10)
-Paying No Income Taxes: Legally (Aug '11)
-Plan Fiduciaries and Investment Advice (Apr '10)
-Private Letter Ruling on Reverse Qualified Personal Residence Trusts (Oct '09)
-Proposed Tax on Transaction Fees (Dec '11)
-Selling a Business: Deal Structure Matters - Part 1 (Mar '11)
-Selling a Business: Deal Structure Matters - Part 2 (Apr '11)
-Small Business Tax Cuts (Oct '10)
-Step 1, Step 2, Step 3 (May '11)
-Swiss Parliament Approves Treaty: Tax Evaders to Be Identified (Jul '10)
-Tax Court Rules on Crummey Withdrawal Powers (Jan '12)
-Tax Repeal and Carryover Basis in 2010: Some Further Considerations (Feb '10)
-Whither Transfer Taxes (Nov '09)
-Year End Planning (Dec '09)