The December 31, 2026 QOZ Deferral Deadline: What Investors Need to Do Before It Arrives
Prepare for the December 31, 2026 QOZ tax recognition milestone. Understand your deferred gain, valuation needs, and tax planning strategies.
Selling Your Business Is Only Half the Plan: How to Align Your Exit With Your Personal and Financial Goals
Learn how to align your business exit strategy with personal and financial goals for a successful transition after selling your company.
Small-Bay Industrial Real Estate: Why the Asset Class Is Gaining Attention From 1031 Exchange Investors
Discover why small-bay industrial real estate is attracting 1031 exchange investors, offering diversified income and stability in local economies.
Lender Cash Traps in a 1031 Exchange: Four Scenarios That Can Derail a Replacement Property Closing
Learn how to navigate financing risks in a 1031 exchange, including appraisal issues and underwriting delays, to ensure a successful property closing.
How Long Do You Need to Hold a 1031 Replacement Property Before Converting It to Personal Use
Learn how to navigate the transition from a 1031 exchange replacement property to personal use, ensuring compliance and maximizing tax benefits.
Can You 1031 Exchange Into a Lower-Priced Property and What Happens When You Do
Discover how a 1031 exchange allows for purchasing lower-priced properties and understand the tax implications of accepting boot in your investment strategy.
How the Permanent Estate Tax Exemption Changes Planning for Real Estate Investors and Business Owners
Discover how the permanent estate tax exemption changes planning for real estate investors and business owners, offering new opportunities for wealth transfer strategies.
How DST Sponsor Reporting Works After a 1031 Exchange Investment
Understand the nuances of DST tax reporting after a 1031 exchange, including income reporting, depreciation, and essential CPA considerations.
How the One Big Beautiful Bill Act Changes Real Estate and Business Tax Planning in 2026
The One Big Beautiful Bill Act establishes a permanent $15 million estate and gift tax exemption, affecting real estate and business tax planning from 2026 onward.