
Your Revocable Trust Is Not a Taxpayer
I get this call a few times a year. A client owns commercial real estate in two or three states. They want to do a 1031 exchange. They believe the
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I get this call a few times a year. A client owns commercial real estate in two or three states. They want to do a 1031 exchange. They believe the

A client told me something I hear often from families with shore property: “Once you give up property on this island, you’re not coming back. It’s a one-way exit.” He

A business owner I work with sold his company for $40 million. Good outcome. He’d built it over 25 years. Before his earnout, his actual take-home was closer to $30
Proper plans for the future include preparing for unexpected, but also preparing and planning for your business for your exit. Smart business strategy for today’s business decisions, growth, and development processes starts by considering your legacy and business after you leave.