Qualified Opportunity Zone Funds: What to Review Before You Reinvest a Capital Gain
Opportunity Zone funds offer real tax deferral on capital gains, but the compliance windows are unforgiving. Here is what to review before committing.
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Stepped-Up Basis on Inherited Assets: What to Review Before You Sell
A stepped-up basis changes the capital gains math on inherited assets entirely. Here is what to review before deciding whether or when to sell.
Partial 1031 Exchanges: What to Review Before You Decide
A look at what changes when you deliberately keep some proceeds out of a 1031 exchange, and the topics worth reviewing with your tax advisor first.
Understanding Boot in a 1031 Exchange: What to Review With Your Advisor
A partially failed 1031 exchange usually comes down to boot. Here's what the term means and what to clarify with your advisor before you close.
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.
Qualified Opportunity Zone Funds: Topics to Review With Your Tax Advisor Before Reinvesting Capital Gains
QOZ funds tie a specific set of tax rules to a specific timeline. Here's what's worth clarifying with your advisor before that 180-day window starts.
Inheriting a Brokerage Account With Embedded Capital Gains: Topics to Review With Your Tax Advisor
An inherited brokerage account with embedded gains follows tax rules that surprise most heirs the first time. Here are the topics worth raising with a tax advisor.
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.
Tax Planning for Concentrated Stock Positions
Concentrated stock positions - whether from equity compensation, a business sale, or inheritance - require careful tax planning before any diversification. Here is what advisors typically review.