Year: 2026

A 1031 exchange is an IRS-approved like-kind exchange that allows owners of investment or business real estate to defer capital gains taxes by reinvesting sale proceeds into qualifying replacement property. While a 1031 exchange is a common strategy, it is not the only option for managing or deferring taxes when selling real estate. Depending on […]

Many high-net-worth families hold some of their wealth in investment real estate, which they may eventually sell in order to cash out growth and reinvest wealth into new opportunities or a more diversified portfolio. However, selling investment real estate can have a range of implications that families should know before taking action. How Can Trusts […]

Are you considering selling your business but are concerned about the tax implications? If so, you might consider a structured installment sale. Here’s what you need to know about this option and potential tax advantages. How Structured Installment Sales Work for Business Owners Structured installment sales are one of several strategies for structuring insurance business […]