IPO Lockup Expiration: Topics to Clarify With Your Advisors Before Your Shares Unlock
When your IPO lockup ends, the tax timing and planning decisions around your shares benefit from early advisor input. Here are the key topics to address.
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Read practical guides for business sales, real estate exits, equity liquidity, windfalls, and other moments where the right advisor questions matter.
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Disclaiming an Inheritance: Topics to Review Before You Decide
Disclaiming an inheritance is more than saying no. It has a federal deadline, a state-law layer, and consequences for where the asset goes next.
Buy-Sell Agreements and Key Person Insurance: Topics to Review Before You List Your Business
A buy-sell agreement written years ago can quietly control what your business sale looks like today. Here are the topics worth revisiting with your advisors first.
Successor Liability in an Asset Sale: Topics to Review With Your Advisors Before Closing
An asset sale is often assumed to leave old liabilities behind. Several doctrines can pull them forward anyway. Topics to review with advisors first.
Material Adverse Change Clauses in a Business Sale: Topics to Review With Your Advisors Before Signing
A material adverse change clause can decide whether a buyer can walk away between signing and closing. Topics worth raising with your advisors before you sign.
Donor-Advised Funds After a Liquidity Event: Topics to Review With Your Tax Advisor
A donor-advised fund can offset a concentrated tax year, but the mechanics have real tradeoffs. Topics worth raising with your tax advisor before funding one.
721 UPREIT Exchanges After a DST: Topics to Review With Your Advisor
A 721 exchange converts a DST interest into REIT operating partnership units, a one-way move worth reviewing with your advisor first.
Indemnification Caps, Baskets, and Survival Periods in a Business Sale: Topics to Review With Your Advisors
Indemnification terms decide how much purchase price a seller keeps after closing. Topics worth raising with your advisors before signing.
Inheriting a Brokerage Account With Embedded Capital Gains: Topics to Review With Your Tax Advisor
An inherited brokerage account with embedded gains follows tax rules that surprise most heirs the first time. Here are the topics worth raising with a tax advisor.