Two decades of articles, case studies and checklists on selling, buying, valuing and financing a business. Written by our brokers and by the attorneys, CPAs and lenders we work alongside.
A case study on eliminating capital gains tax on real estate and goodwill. Covers eliminating tax on the goodwill allocation of a business sale, alternative 1031 exchange strategies where real estate is part of the deal, and avoiding depreciation recapture.
Read the article (PDF)Nine states have no income tax and five have no sales tax, and Alaska manages both. It is not that simple. Local sales taxes, property taxes, estate taxes and fifty different sets of rules mean that picking a retirement state on headline tax rates alone is a mistake.
Read the article (PDF)When capital gains rates are expected to rise, the instinct is to sell investment real estate now, skip the 1031 tax deferred exchange and cash out while rates are low. This looks at whether that is actually the right choice.
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