Reverse 1031 Exchanges: What to Review Before You Buy First
A reverse exchange lets you buy before you sell, but it changes who holds title and how the clock runs. Here is what to review first.
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Dividing Equity Compensation in a Divorce: What a QDRO Does and Doesn't Cover
A look at where a QDRO applies to equity compensation in a divorce, where it doesn't, and what typically needs a separate agreement instead.
How to Check a Financial Advisor's Disciplinary History Before You Engage
A plain-language walkthrough of where to find a financial advisor's disciplinary history, what the databases cover, and how to read what shows up.
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.
1031 Exchange: Questions to Ask Your Tax Advisor
A 1031 exchange can defer a large capital gains tax bill, but the rules are strict and the windows are short. These are the questions to work through with a tax advisor first.
Exchange Funds for Concentrated Stock Positions: What to Review Before You Invest
Exchange funds offer a way to diversify a concentrated stock position without an immediate tax hit, provided you can live with the lock-up terms.
Build-to-Suit 1031 Exchanges: What to Clarify Before Using an Exchange Accommodation Titleholder
A look at how build-to-suit 1031 exchanges use an exchange accommodation titleholder, where the construction clock gets tight, and what to review beforehand.
Indemnification Caps and Baskets in a Business Sale: What to Review Before You Sign
The indemnification section of a purchase agreement decides how much post-closing risk actually stays with the seller. Here is what to review first.
Related-Party Rules in a 1031 Exchange: Topics to Review With Your Advisors
What counts as a related party in a 1031 exchange, the two-year holding rule, and topics worth reviewing before you transact.