Insights

For many owners, the business is not just a company—it’s a lifetime of effort, risk, and sacrifice.

Capital gains tax applies whenever you sell an appreciated asset—whether it’s real estate, stocks, a business, or other investments.

Preparing your business is important. Preparing yourself is essential.

When you sell a property with a large gain, the tax bill can be significant. Many real estate owners look for ways to reduce the tax impact of a sale without being forced to reinvest immediately or complete a rushed 1031 exchange.

Owning a second home can be both emotional and financial: it may serve as a retreat, a family gathering place, and a meaningful part of your long-term wealth.

Selling an investment property can create a large tax bill, especially if you’ve owned it for many years and has appreciated significantly in value.

For many real estate investors—especially those approaching retirement—converting a Delaware Statutory Trust (DST) into an UPREIT can be an attractive way to simplify their portfolio

Building a solid financial plan sets the foundation for achieving your life’s most important goals—from securing retirement and homeownership to growing your investment portfolio.

Delaware Statutory Trusts (DSTs) offer a compelling entry into high-quality commercial real estate—especially for those executing 1031 exchanges.