1031 Exchanges for Succession Planning in Family-Owned Businesses
Succession planning in family-owned businesses is rarely just about ownership. It is about liquidity, fairness among heirs, tax exposure, and the long-term viability of both the business and the family balance sheet.
Common Misunderstandings About the 1031 Exchange Process
For experienced real estate owners, the 1031 exchange is rarely new. Many have executed one before, or at least evaluated it seriously during a sale.
Depreciation Recapture and 1031 Exchanges: What Real Estate Investors Need to Know
Learn how to navigate depreciation recapture and 1031 exchanges to minimize tax liabilities when selling investment property.
Key Considerations for Out-of-State Transactions
Discover key tax and filing considerations for 1031 exchanges across state lines. Learn how to avoid state-specific pitfalls and protect your tax deferral.
A Tax Strategy Guide for Real Estate Investors
Learn how IRC Section 453A impacts installment sales for real estate investors and strategies to mitigate the "sting tax" on high-value transactions.
721 Exchange vs. 721 via DST: What’s the Difference?
Discover the differences between the traditional 721 exchange and the 721 via DST to maximize your real estate investments and defer taxes.
How Wealth Management Supports Strategic Tax Planning
Learn how tax-focused wealth management can help you reduce liabilities, preserve wealth, and align your financial plan with your long-term goals.
Demystifying 1031 Exchanges: Key Terms Every Investor Should Know
Learn the essential terms and strategies in 1031 Exchanges to defer taxes and make informed real estate investment decisions.
Understanding Fiduciary Duty: What It Means for Your Financial Advisor
Learn what fiduciary duty means for your financial advisor and why it matters for your investments, retirement, and long-term financial security.