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.
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
Quality of Earnings Reports During a Business Sale: Topics to Review With Your Advisors
A quality of earnings report shapes how buyers value your business and structure their offer. Here are the topics families typically review with advisors first.
Donor-Advised Funds After a Liquidity Event: Topics to Clarify With Your Advisors
Educational notes on what to clarify with your advisors when evaluating a donor-advised fund as part of a post-liquidity-event plan.
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.
Working Capital Targets at Closing: Topics to Review With Your Advisors Before a Business Sale
A working capital target sets the boundary between purchase price and post-close adjustment. These are the topics worth raising with your advisors well before closing.
Asset Location Strategy After a Liquidity Event: Topics to Review With Your Wealth Advisor
Asset location decides which account type holds which investment. After a liquidity event, the topics to clarify with your wealth advisor multiply.
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.