Inherited Retirement Accounts: Topics to Review With Your Tax Advisor
Inheriting a retirement account introduces a set of timing, distribution, and tax-planning questions that benefit from a structured conversation with a qualified tax advisor.
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
Tax Loss Harvesting: Topics to Review With Your Tax Advisor Before Year End
Tax loss harvesting topics to clarify with a tax advisor before year end, including wash sale rules, lot identification, and coordination across accounts.
Installment Sale Agreements After a Business Exit: Tax Questions to Review With Your Advisors
Installment sales allow business owners to spread the reporting of sale proceeds over multiple years under IRC 453. This overview covers the structure, the tax treatment topics worth discussing with advisors, and the questions that arise before and during the installment period.
IPO Lockup Expiration: Topics to Clarify With Your Advisors Before Your Shares Unlock
When your IPO lockup ends, the tax timing and planning decisions around your shares benefit from early advisor input. Here are the key topics to address.
Asset Sale vs. Stock Sale: Questions to Review With Your Advisors
Business owners exploring a sale encounter an early decision about transaction structure. This overview reviews the key tax, liability, and operational topics to discuss with your advisors when considering an asset sale versus a stock sale.
Tax Planning for Concentrated Stock Positions
Concentrated stock positions - whether from equity compensation, a business sale, or inheritance - require careful tax planning before any diversification. Here is what advisors typically review.
Charitable Giving Strategies After a Liquidity Event
A liquidity event creates one of the best windows for tax-efficient charitable giving. Here are the strategies advisors typically review with clients in the months surrounding a major capital event.
What to Review Before Selling Your Business
Owners who slow down to review the right questions before a sale tend to walk away with better outcomes. Here is the checklist most advisors start with.
Tax-Efficient Reinvestment After a Business Sale: Topics to Explore
A business sale can generate more after-tax proceeds than a poorly planned one by a surprisingly large margin. Here are the reinvestment planning topics that make the biggest difference.