Martin Shenkman

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  7 All-Star Tax Experts: 7 Crisis-Tested Strategies

  By Marlene Y. Satter, AdvisorOne  |  April 1, 2013

  Strategies that were in place long in advance of the election, the fiscal cliff and the sequester are ticking along despite market booms and busts and worries over what might happen tomorrow.

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  Two Tax Mistakes to Avoid With Clients: Tax Expert Shenkman

  By Marlene Y. Satter, AdvisorOne  |  March 7, 2012

  Shenkman warns that “wait and see will become wait and pay” if advisors and their clients continue to do nothing.

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  Tax Planning Advice: Coordinating Beneficiary Designations—Martin Shenkman

  By Marlene Y. Satter, AdvisorOne  |  March 15, 2011

  Clients can undo all the hard work of estate planning by relying on “the guidance of a bank teller.”

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  Tax Planning Advice: Following the Rules on Entities—Martin Shenkman

  By Marlene Y. Satter, AdvisorOne  |  March 15, 2011

  Shenkman reminds advisors to make sure that clients and other professionals who might work with your clients, like insurance agents, follow the rules on entities like Crummey trusts, insurance trusts and S corporations.

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  Tax Planning Advice: Avoid Inaccurate Formula Clauses—Martin Shenkman

  By Marlene Y. Satter, AdvisorOne  |  March 9, 2011

  Shenkman says that using inaccurate formula clauses in legal documents can be quite taxing.

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  Tax Planning Advice: Grantor Trust Income—Martin Shenkman

  By Marlene Y. Satter, AdvisorOne  |  March 3, 2011

  A counterintuitive but valuable strategy: have the grantor pay tax on trust income.

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  Tax Planning Advice: Closely Held Business Compensation—Martin Shenkman

  By Marlene Y. Satter, AdvisorOne  |  March 1, 2011

  The first in our series of 23 tax tips: getting compensation right in a closely held business.

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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.

• Doctors in the House

  By Grace W. Weinstein  |  November 1, 2006

  Physicians can be rewarding clients, if you can get past the special challenges inherent in dealing with these goal-oriented, time-conscious professionals. Smart and highly educated,...