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.
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Employee Stock Purchase Plan (ESPP) Dispositions: Topics to Review With Your Tax Advisor Before Selling
An ESPP sale can be a qualifying or disqualifying disposition, and the two produce very different tax bills. Topics worth reviewing before you sell.
Inheriting a Home With a Mortgage: Topics to Review With Your Advisors
An inherited house rarely comes free and clear. Questions worth bringing to a lender, attorney, and advisor before deciding what happens next.
Reverse 1031 Exchanges: Topics to Review With Your Advisors Before You Buy First
A reverse exchange flips the usual 1031 sequence, buying before selling. That structural difference raises questions worth reviewing with your advisors early.
Preparing a Data Room Before a Business Sale: Topics to Review With Your Advisors
Before buyers see your numbers, here is what to review with your advisors about building and staging a business sale data room.
Debt Replacement Requirements in a 1031 Exchange: Topics to Review With Your Lender and Tax Advisor
Matching debt on a 1031 exchange replacement property is an overlooked step. Topics that come up when a lender and tax advisor compare notes.
Understanding an Advisor's Form CRS: Topics to Review Before Your First Meeting
Form CRS packs a lot into two or three pages. Here are the topics worth reading closely before you sit down with a prospective advisor.
Exchange Funds for Concentrated Stock: Topics to Review Before You Diversify
A plain-language look at how exchange funds work for concentrated stock, and the questions worth asking before you commit capital for years.
Transition Services Agreements After Selling a Business: Topics to Review With Your Advisors
When a business sale closes, the seller often keeps helping for a while. Here is what a transition services agreement covers and what to review first.