State Taxes in a 1031 Exchange: Claw-Back Rules and Filing Topics to Review With Your Tax Advisor
Four states keep tracking deferred 1031 gain after property leaves their borders. What to clarify before exchanging across state lines.
Ideas for sharper advisor conversations.
Read practical guides for business sales, real estate exits, equity liquidity, windfalls, and other moments where the right advisor questions matter.
tax planning
1031 exchange
business sale
liquidity event
advisor-coordination
exit planning
financial advisor
real estate
capital gains
equity compensation
Vacation and Second Homes in a 1031 Exchange: Topics to Clarify Under the Safe Harbor Rules
A second home or vacation property does not automatically qualify for a 1031 exchange. Here is what the safe harbor rules require.
1031 Exchange Identification Rules: What to Clarify Within the 45-Day Window
The 45-day identification window in a 1031 exchange does not pause for anything. Here are the topics worth clarifying with your advisors before it starts.
Investment Policy Statements: Topics to Clarify With Your Advisor Before You Sign One
Before you sign an investment policy statement, it helps to understand what the document actually commits you and your advisor to.
Charitable Remainder Trusts for a Concentrated Stock Position: Topics to Review With Your Tax Advisor
Selling a concentrated stock position outright can trigger a big gains bill. Here's how a charitable remainder trust works and what to clarify first.
Understanding Boot in a 1031 Exchange: What to Review With Your Advisor
A partially failed 1031 exchange usually comes down to boot. Here's what the term means and what to clarify with your advisor before you close.
How ACATS Transfers Work When You Switch Financial Advisors
What an ACATS transfer actually moves, how long it takes, and the questions worth asking before you leave one advisor for another.
DST Exit Strategies: Topics to Review When a Sponsor Plans to Sell the Property
What happens when a DST sponsor sells the underlying property, and the questions worth raising with your advisor before that day comes.
Earnout Provisions in a Business Sale: Topics to Review With Your Advisors Before You Agree to One
An earnout ties part of your sale price to results you don't fully control after closing. Here are the topics worth reviewing with your advisors first.