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.
Ideas for sharper advisor conversations.
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
advisor-coordination
exit planning
financial advisor
liquidity event
real estate
capital gains
equity compensation
Direct Indexing for Concentrated Wealth: Topics to Review First
Direct indexing promises index-like exposure with built-in tax-loss harvesting, but the mechanics differ from a fund in ways that matter. Questions to review before adopting one.
Build-to-Suit 1031 Exchanges: Topics to Clarify Before You Start
Improvement exchanges add construction to a 1031 timeline. Here is what to clarify with your advisors before the exchange period runs out.
What to Clarify About an Advisory Agreement's Termination Terms Before Signing
An advisory agreement's termination section rarely gets read closely. Here is what to clarify before signing, not after you want out.
Qualified Disclaimers: What to Clarify Before Refusing an Inheritance
Refusing an inheritance sounds simple, but a qualified disclaimer has strict timing and paperwork rules. Here is what to clarify first.
Net Unrealized Appreciation on Employer Stock in a 401(k): Topics to Review With Your Tax Advisor
A 401(k) holding employer stock has a lesser-known tax election attached to it. Here are the topics worth raising with a tax advisor before rolling the account over.
Related-Party Rules in a 1031 Exchange: Topics to Review With Your Tax Advisor
Selling or buying replacement property from a family member or related entity in a 1031 exchange triggers extra scrutiny. Here is what to review.
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.
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.