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.
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
What to Ask When Matching With a Wealth Manager
Finding a wealth manager and finding the right wealth manager are different problems. The questions below are designed to close that gap before the engagement begins.
Questions to Clarify Before Spending Inherited Money
A grounded list of legal, tax, and timing questions to work through before touching an inheritance, plus when to bring in qualified professionals.