Net Investment Income Tax After a Liquidity Event: Topics to Review With Your Tax Advisor
A large liquidity event often pushes investment income into NIIT territory. Here are the topics worth raising with a tax advisor ahead of time.
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Non-Compete and Non-Solicit Clauses in a Business Sale: Topics to Review With Your Advisors
The restrictive-covenant section of a purchase agreement can quietly determine what you can do professionally for years after closing. Here is what to raise with your advisors.
Rollover Equity in a Business Sale: Topics to Review With Your Advisors Before Signing
Rollover equity looks like a small line item on a term sheet. It changes what your exit actually looks like. Topics to review with your advisors before signing.
Depreciation Recapture in a 1031 Exchange: Topics to Review With Your Tax Advisor Before Your Replacement Property Closes
A 1031 exchange defers depreciation recapture rather than erasing it. Here are the coordination topics to walk through with your tax advisor and QI before closing.
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.
Disqualifying Disposition of ISOs: Topics to Review With Your Tax Advisor Before Selling Within the Holding Period
Selling ISO shares before the holding periods end changes the tax character. These are the questions worth raising with your tax advisor first.
Advisor Succession Planning: Topics to Clarify Before Engaging
A long advisor relationship may outlast the advisor's career. Here are the succession and continuity topics to raise during the engagement conversation.
Management Retention Agreements During a Business Sale: Topics to Review With Your Advisors
Management retention agreements look simple on the surface. The tax, legal, and financial layers underneath often need three different advisors to untangle.
Estimated Tax Payments After a Liquidity Event: Topics to Review With Your Tax Advisor to Avoid Underpayment Penalties
A liquidity event often produces tax bills that withholding does not cover. These are the questions worth raising with your tax advisor about estimated payments.