DSTs Inside a Self-Directed IRA: UBTI, UDFI, and Topics to Review Before You Invest
A self-directed IRA can hold a DST investment, but UBTI, UDFI, custodian rules, and RMD logistics all change how that decision plays out.
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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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1031 exchange
business sale
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capital gains
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estate planning
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Wash Sale Rules: What to Review Before Reinvesting After a Concentrated Stock Sale
A rule most investors have never heard of can quietly disallow a tax loss you were counting on. Here is what to review before you reinvest.
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.
Registered Investment Adviser vs. Broker-Dealer: What the Fiduciary Difference Actually Means
Two titles that sound similar carry very different legal obligations. Here is what actually separates a fiduciary from a suitability standard.
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.
10b5-1 Trading Plans: Topics to Review With Your Advisor Before You Adopt One
Adopting a 10b5-1 trading plan involves cooling-off periods, good faith requirements, and coordination most people don't plan for.
State Taxes in a 1031 Exchange: Claw-Back Rules and Filing Topics to Review With Your Tax Advisor
Four states keep tracking deferred 1031 gain after property leaves their borders. What to clarify before exchanging across state lines.
Vacation and Second Homes in a 1031 Exchange: Topics to Clarify Under the Safe Harbor Rules
A second home or vacation property does not automatically qualify for a 1031 exchange. Here is what the safe harbor rules require.
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.