Business Exit Planning: Aligning Deal Structure, Taxes, and Personal Goals
Align your business exit strategy with personal and financial goals, focusing on what you actually keep after the sale, not just the sale price.
The 45-Day Identification Rule: What Real Estate Investors Get Wrong
Discover the critical importance of the 45-day identification rule in a 1031 exchange and learn how strategic planning can enhance your investment outcomes.
Planning a Business Exit: The Tax and Wealth Decisions That Define Your Outcome
Discover essential strategies for business exit planning that maximize profits after taxes, emphasizing preparation and informed decision-making for owners.
What Real Estate Investors Should Know Before Investing Into a DST
Discover key insights into investing in Delaware Statutory Trusts (DSTs) and understand the implications of passive ownership before committing your capital.
721 vs. 1031: Two Paths Out of Investment Real Estate
Explore the differences between 721 and 1031 exchanges for real estate investments, focusing on liquidity, diversification, and investor objectives.
Ordinary Income Tax Strategies: Solar, Oil & Gas, and CLATs — Choosing the Right Tool
Explore effective ordinary income tax strategies for real estate investors, including solar investments, oil and gas programs, and Charitable Lead Annuity Trusts.
What a Real Estate Sponsor Is and How Investors Should Evaluate Them
In passive real estate investing, returns are often discussed first. Sponsors are discussed later, if at all. That ordering is backward.
Using 1031 Exchanges to Preserve Real Estate Wealth Across Generations
Multigenerational estate planning is not only about transferring assets. It is about transferring outcomes.
Understanding Your Options After a 1031 Exchange Breaks Down
A failed 1031 exchange is not uncommon, but it is rarely anticipated. Identification deadlines, financing delays, buyer withdrawals, and documentation errors can all derail an exchange. When that happens, investors are left facing immediate tax consequences and limited options.