Inheriting Life Insurance Proceeds: Topics to Review With Your Tax and Estate Advisors
A life insurance payout looks simple on paper. The questions worth asking before you act on it usually aren't.
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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.
tax planning
1031 exchange
business sale
financial advisor
advisor-coordination
equity compensation
liquidity event
exit planning
capital gains
estate planning
Inheriting an IRA or 401(k): Topics to Clarify Before You Decide How to Take Distributions
What to clarify with a tax advisor before taking distributions from an inherited IRA or 401(k), since the rules vary by beneficiary type.
Choosing a Qualified Intermediary for a 1031 Exchange
Questions to ask before choosing the qualified intermediary who will hold your exchange proceeds during a 1031 transaction.
Municipal Bonds vs Taxable Bonds After a Liquidity Event: Topics to Review With Your Tax Advisor
After a liquidity event, municipal bonds aren't automatically the right fixed income choice. Topics to review with your tax and investment advisors.
Tax-Loss Harvesting After a Liquidity Event: Topics to Review With Your Tax Advisor
Tax-loss harvesting can offset gains after a liquidity event, but the wash sale rule complicates timing. Topics to raise with your tax advisor.
Double-Trigger Acceleration Clauses in Equity Compensation: Topics to Review Before an Acquisition Closes
A plain-language look at double-trigger acceleration clauses in equity grants and questions to raise with your advisors before a deal closes.
Purchase Price Allocation in a Business Sale: Topics to Review With Your Tax Advisor
How a business sale's purchase price gets allocated across IRS asset classes affects taxes. Topics to raise with your CPA before you sign.
How Financial Advisors Get Paid, and Why It Matters
Fee-only, fee-based, and commission are not interchangeable terms. Here are the questions worth clarifying before choosing an advisor to work with.
Drop and Swap 1031 Exchanges: What Partners Should Clarify Before Restructuring Ownership
Not every partner in a real estate LLC wants to reinvest. Here is what a drop and swap restructuring involves and what to clarify before using one.