Gavin Morrissey

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  Tax and Philanthropy Focus: Year-End Giving Made Easy

  By Gavin Morrissey, JD, LLM, Commonwealth Financial  |  December 13, 2011

  Last minute tax planning might very well include giving some wealth away, to your clients' benefit, and society's.

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  CLATs: A Leading Estate Planning Strategy for Wealthy Clients

  By Gavin Morrissey, JD, LLM, Commonwealth Financial  |  September 9, 2011

  Why a charitable lead annuity trust should be an integral piece of a tax-efficient wealth transfer plan in the current economic environment, and an example of how CLATs work.

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  Tax Planning Advice: Charitable Tax Deductions—Gavin Morrissey

  By Michael S. Fischer  |  March 14, 2011

  In the wake of the 2010 Tax Act, charitable giving becomes more interesting, says Gavin Morrissey.

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  Tax Planning Advice: Leverage the Estate Tax Exemption—Gavin Morrissey

  By Michael S. Fischer  |  March 9, 2011

  Start giving away assets in the window of opportunity the 2010 Tax Act created, says Gavin Morrissey. A GRAT would also be a good idea.

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  Tax Planning Advice: When Bypass Trusts Still Make Sense--Gavin Morrissey

  By Michael S. Fischer  |  March 9, 2011

  Despite the new federal estate tax's portability, there are instances where a bypass trust is still helpful to some clients, especially those who face state estate tax liabilities.

• Tax Planning Advice: Leverage the Exemption

  By Michael S. Fischer  |  March 9, 2011

  Start giving away assets in the window of opportunity the Tax Act created, says Gavin Morrissey

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  23 Days of Tax Planning Advice: AdvisorOne Special Report

  By James J. Green, AdvisorOne  |  February 28, 2011

  What advisors need to know, and remember, at tax time, and throughout the year, when it comes to tax planning for clients and for themselves.

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  Best of AdvisorOne: Top Five Tax Planning Articles

  By Staff Writer  |  January 28, 2011

  The top stories in January from AdvisorOne on taxes: new tax legislation, IRS rules, IRAs and cash balance pension plans

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  Welcome to AdvisorOne.com: The Soft Launch

  By James J. Green, AdvisorOne  |  September 16, 2010

  Welcome to the soft launch of AdvisorOne.com, a new site that the editors of Investment Advisor, Research, Wealth Manager, Boomer Market Advisor and AdvisorBiz have created for advisors.

• Estate Planning: Interest Rate Drop Enhances Wealth Transfer Opportunities

  By Gavin Morrissey, JD, LLM, Commonwealth Financial, Gavin Morrissey, JD, LLM, Commonwealth Financial  |  July 20, 2010

  With the AFR near historical lows, wealth transfer beckons; for GRATs, act before the estate tax kicks in again.