5 Effective Strategies to Defer or Reduce Capital Gains Tax

5 Effective Strategies to Defer or Reduce Capital Gains Tax

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

Dec 27, 2025 4 min read
Why Business Owners Should Start Exit Planning Now

Why Business Owners Should Start Exit Planning Now

Preparing your business is important. Preparing yourself is essential.

Dec 20, 2025 3 min read
Understanding Installment Sale Tax Treatment for Real Estate Owners

Understanding Installment Sale Tax Treatment for Real Estate Owners

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.

Dec 13, 2025 4 min read
Can You 1031 Exchange Your Second Home or Vacation Property Into a Delaware Statutory Trust (DST)?

Can You 1031 Exchange Your Second Home or Vacation Property Into a Delaware Statutory Trust (DST)?

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.

Dec 06, 2025 4 min read