Choosing a Qualified Intermediary for a 1031 Exchange
Questions to ask before choosing the qualified intermediary who will hold your exchange proceeds during a 1031 transaction.
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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
liquidity event
real estate
capital gains
equity compensation
estate planning
exit planning
Municipal Bonds vs Taxable Bonds After a Liquidity Event: Topics to Review With Your Tax Advisor
After a liquidity event, municipal bonds aren't automatically the right fixed income choice. Topics to review with your tax and investment advisors.
Tax-Loss Harvesting After a Liquidity Event: Topics to Review With Your Tax Advisor
Tax-loss harvesting can offset gains after a liquidity event, but the wash sale rule complicates timing. Topics to raise with your tax advisor.
Double-Trigger Acceleration Clauses in Equity Compensation: Topics to Review Before an Acquisition Closes
A plain-language look at double-trigger acceleration clauses in equity grants and questions to raise with your advisors before a deal closes.
Purchase Price Allocation in a Business Sale: Topics to Review With Your Tax Advisor
How a business sale's purchase price gets allocated across IRS asset classes affects taxes. Topics to raise with your CPA before you sign.
How Financial Advisors Get Paid, and Why It Matters
Fee-only, fee-based, and commission are not interchangeable terms. Here are the questions worth clarifying before choosing an advisor to work with.
Drop and Swap 1031 Exchanges: What Partners Should Clarify Before Restructuring Ownership
Not every partner in a real estate LLC wants to reinvest. Here is what a drop and swap restructuring involves and what to clarify before using one.
Employee Stock Purchase Plan (ESPP) Dispositions: Topics to Review With Your Tax Advisor Before Selling
An ESPP sale can be a qualifying or disqualifying disposition, and the two produce very different tax bills. Topics worth reviewing before you sell.
Inheriting a Home With a Mortgage: Topics to Review With Your Advisors
An inherited house rarely comes free and clear. Questions worth bringing to a lender, attorney, and advisor before deciding what happens next.