Inheriting an Annuity: Payout Options and Topics to Review Before You Choose
An inherited annuity comes with payout choices and tax rules that differ from most other inherited assets. Here is what to clarify before you pick an option.
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Inheriting an IRA: What the 10-Year Rule Means and Topics to Review Before You Decide
An inherited IRA comes with a clock most people don't know about until they're already holding the account. Here's what the 10-year rule actually requires.
Installment Sales: What to Review Before You Spread a Capital Gain Over Multiple Years
An installment sale can spread a capital gain across tax years, but recapture, related-party rules, and default risk all shape whether it fits.
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.
Related-Party Rules in a 1031 Exchange: Topics to Review With Your Advisors
What counts as a related party in a 1031 exchange, the two-year holding rule, and topics worth reviewing before you transact.
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.
Incentive Stock Options and the AMT: Topics to Review Before You Exercise
ISOs carry a tax wrinkle that catches people off guard. Here is what the AMT interaction involves and what to review before exercising.
Title and Insurance Due Diligence in a 1031 Exchange: What to Review Before Closing
Title defects, insurance gaps, and environmental issues surface fastest under a 1031 exchange deadline. A pre-closing checklist for replacement property.
Depreciation Recapture in a 1031 Exchange: What to Review With Your Tax Advisor
How depreciation recapture interacts with a 1031 exchange, why personal property components complicate it, and what to review before closing.