Disclaiming an Inheritance: Topics to Review Before You Decide
Disclaiming an inheritance is more than saying no. It has a federal deadline, a state-law layer, and consequences for where the asset goes next.
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Read practical guides for business sales, real estate exits, equity liquidity, windfalls, and other moments where the right advisor questions matter.
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Incentive Stock Options and the AMT: Topics to Review Before You Exercise
ISOs carry a tax wrinkle that catches people off guard. Here is what the AMT interaction involves and what to review before exercising.
Title and Insurance Due Diligence in a 1031 Exchange: What to Review Before Closing
Title defects, insurance gaps, and environmental issues surface fastest under a 1031 exchange deadline. A pre-closing checklist for replacement property.
Depreciation Recapture in a 1031 Exchange: What to Review With Your Tax Advisor
How depreciation recapture interacts with a 1031 exchange, why personal property components complicate it, and what to review before closing.
Donor-Advised Funds After a Liquidity Event: Topics to Review With Your Tax Advisor
A donor-advised fund can offset a concentrated tax year, but the mechanics have real tradeoffs. Topics worth raising with your tax advisor before funding one.
State Inheritance Tax vs Federal Estate Tax: What to Clarify With Your Tax Advisor
Federal estate tax rarely applies, but a handful of states still collect their own inheritance tax. Here is how the two differ and what to review.
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.
1031 Exchange Identification Rules: What to Clarify Within the 45-Day Window
The 45-day identification window in a 1031 exchange does not pause for anything. Here are the topics worth clarifying with your advisors before it starts.
Charitable Remainder Trusts for a Concentrated Stock Position: Topics to Review With Your Tax Advisor
Selling a concentrated stock position outright can trigger a big gains bill. Here's how a charitable remainder trust works and what to clarify first.