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Jul 1, 2008 12:00 PM
Clients Cashing Out?
What do clients do with the cash when they receive large cash payments from, say, the sale of a business or a significant asset, such as a house or a work of art? You probably have advised them on designing and implementing cutting-edge tax and estate-planning techniques to maximize the cash proceeds of the transaction. But are you sure that your client is advised on how to handle the cash?
We find that all too often these clients park their money in low-yielding checking accounts until they need it elsewhere. Lately, market conditions — and headlines wailing about financial dislocation — have exacerbated the fear and confusion that lead clients to make this choice.
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Topics of Interest
| Estate Tax | Donor Advised Funds |
| GSTs | Family Offices |
| Private Foundations | Life Insurance |
| 2010 Tax Act News | Industry Trends Surveys |
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