Roth Conversion in a Low-Income Year After a Liquidity Event: Topics to Review
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.
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Stepped-Up Basis on Inherited Real Estate: Topics to Clarify With Your Tax Advisor Before Selling
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: Questions to Review With Your Advisors When Not All Proceeds Are Reinvested
Partial 1031 exchanges raise specific questions about boot, reinvestment timing, and replacement property identification worth clarifying upfront.
Like-Kind Property Requirements in a 1031 Exchange: Topics to Clarify With Your Tax Advisor
Topics to clarify with your tax advisor about like-kind property in a 1031 exchange before identifying replacement property.
Boot in a 1031 Exchange: Topics to Clarify With Your Tax Advisor Before Closing
Boot in a 1031 exchange can produce unexpected taxable gain at closing. Topics worth reviewing with a tax advisor before the closing date.
Qualified Intermediary Selection for a 1031 Exchange: Topics to Review With Your Advisors
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.
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.
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.