Net Investment Income Tax After a Liquidity Event: Topics to Review With Your Tax Advisor
A large liquidity event often pushes investment income into NIIT territory. Here are the topics worth raising with a tax advisor ahead of time.
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Depreciation Recapture in a 1031 Exchange: Topics to Review With Your Tax Advisor Before Your Replacement Property Closes
A 1031 exchange defers depreciation recapture rather than erasing it. Here are the coordination topics to walk through with your tax advisor and QI before closing.
Disqualifying Disposition of ISOs: Topics to Review With Your Tax Advisor Before Selling Within the Holding Period
Selling ISO shares before the holding periods end changes the tax character. These are the questions worth raising with your tax advisor first.
Estimated Tax Payments After a Liquidity Event: Topics to Review With Your Tax Advisor to Avoid Underpayment Penalties
A liquidity event often produces tax bills that withholding does not cover. These are the questions worth raising with your tax advisor about estimated payments.
Section 83(b) Election: Topics to Review With Your Tax Advisor Before the 30-Day Window Closes
A Section 83(b) election has a strict 30-day filing window and meaningful long-term tax consequences. Here are the topics to review with a tax advisor before deciding.
State Residency Considerations After a Liquidity Event: Topics to Coordinate With Your Tax and Estate Advisors
A guide to state residency questions that come up after a liquidity event and the topics worth coordinating with your tax and estate advisors.
QSBS Section 1202 Exclusion: Topics to Review With Your Tax Advisor Before Selling Qualified Small Business Stock
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.
DST 1031 Exchange Holding Period: Topics to Clarify With Your Tax Advisor Before Investing
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 in a 1031: Topics to Clarify With Your Tax Advisor Before Closing on Replacement Property
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.