Stepped-Up Basis on Inherited Assets: What to Review Before You Sell
A stepped-up basis changes the capital gains math on inherited assets entirely. Here is what to review before deciding whether or when to sell.
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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.
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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.
Buy-Sell Agreements and Key Person Insurance: Topics to Review Before You List Your Business
A buy-sell agreement written years ago can quietly control what your business sale looks like today. Here are the topics worth revisiting with your advisors first.
Inheriting a Trust Distribution: What to Review First
What to review before accepting or spending a trust distribution, from trustee accountings to basis documentation and timing.
Successor Liability in an Asset Sale: Topics to Review With Your Advisors Before Closing
An asset sale is often assumed to leave old liabilities behind. Several doctrines can pull them forward anyway. Topics to review with advisors first.
Material Adverse Change Clauses in a Business Sale: Topics to Review With Your Advisors Before Signing
A material adverse change clause can decide whether a buyer can walk away between signing and closing. Topics worth raising with your advisors before you sign.
Donor-Advised Funds After a Liquidity Event: Topics to Review With Your Tax Advisor
A donor-advised fund can offset a concentrated tax year, but the mechanics have real tradeoffs. Topics worth raising with your tax advisor before funding one.