Read practical guides for business sales, real estate exits, equity liquidity, windfalls, and other moments where the right advisor questions matter.
The Section 1202 QSBS exclusion has eligibility tests that get complicated fast. These are the topics worth raising with your tax advisor before the sale closes.
A DST's holding period defines when capital comes back and what choices the investor has at the end. Here are the topics worth reviewing first.
The 180-day exchange period sets a hard outside boundary on when replacement property must close. Here are the topics worth raising with your tax advisor.
A low-income year after a business sale or other liquidity event can shift the math on Roth conversions. Here are the educational topics to review with your tax advisor.
Stepped-up basis rules can significantly change the tax picture on inherited real estate. Here are the topics worth raising with your tax advisor before any sale.
Partial 1031 exchanges raise specific questions about boot, reinvestment timing, and replacement property identification worth clarifying upfront.
Topics to clarify with your tax advisor about like-kind property in a 1031 exchange before identifying replacement property.
Boot in a 1031 exchange can produce unexpected taxable gain at closing. Topics worth reviewing with a tax advisor before the closing date.
The qualified intermediary holds your sale proceeds and documents the like-kind exchange. Choosing one without input from your tax and legal advisors is a common and avoidable risk.
