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.
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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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State Inheritance Tax vs Federal Estate Tax: What to Clarify With Your Tax Advisor
Federal estate tax rarely applies, but a handful of states still collect their own inheritance tax. Here is how the two differ and what to review.
Partial 1031 Exchanges: What to Review Before You Decide
A look at what changes when you deliberately keep some proceeds out of a 1031 exchange, and the topics worth reviewing with your tax advisor first.
1031 Exchange Identification Rules: What to Clarify Within the 45-Day Window
The 45-day identification window in a 1031 exchange does not pause for anything. Here are the topics worth clarifying with your advisors before it starts.
Charitable Remainder Trusts for a Concentrated Stock Position: Topics to Review With Your Tax Advisor
Selling a concentrated stock position outright can trigger a big gains bill. Here's how a charitable remainder trust works and what to clarify first.
Understanding Boot in a 1031 Exchange: What to Review With Your Advisor
A partially failed 1031 exchange usually comes down to boot. Here's what the term means and what to clarify with your advisor before you close.
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.
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.