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.
Sale-Leaseback Transactions: When a Business Owner Should Separate the Real Estate From the Business
Explore how sale-leaseback transactions can help business owners separate real estate from their company, maximizing flexibility and financial outcomes.
Is Too Much of Your Real Estate Wealth Concentrated in One Market? How a 1031 Exchange Can Create Diversification
Explore how a 1031 exchange can help real estate investors diversify their portfolios and mitigate geographic concentration risks for long-term wealth preservation.
What Happens When a DST Offering Fully Subscribes During Your 1031 Exchange?
Learn how to navigate the challenges of DST offerings during a 1031 exchange, ensuring you have flexible and viable replacement property options.
Selling Investment Property? How to Decide Between Buying Another Property or Using a DST
Explore the key differences between direct property ownership and Delaware Statutory Trusts (DSTs) in a 1031 exchange to align with your investment goals.
Net Working Capital in a Business Sale: How It Affects Valuation, Negotiations, and Final Proceeds
Understanding net working capital is crucial in business sales as it significantly impacts valuation and final proceeds. Learn how to navigate these complexities effectively.
Understanding 1033 Exchanges: Tax Planning After Eminent Domain, Casualty Loss, or Involuntary Conversion
Explore how 1033 exchanges allow investors to defer taxes after involuntary property loss, providing flexibility in replacement strategies and planning.