Recently, a private equity fund manager approached me for my insight on a business sale. He knew a person selling a business who was complaining about the amount he’d have to pay in commissions, fees ...

Recently, a manager of a private equity fund mentioned that the seller of the business was complaining about the amount that the seller will have to pay in commissions, fees and capital gains taxes.

When that ship of yours that is coming in is visible on the horizon - a business that you have built or some assets that you shrewdly purchased long ago now ripe for sale- you need to think about how ...

The sale of investment real estate is often a large taxable transaction, frequently involving deferred payments. Installment sale accounting is automatic under IRC § 453, although taxpayers may elect ...

A deferred sales trust (DST) is an advanced tax strategy that allows investors to delay capital gains taxes on the sale of assets that have significantly risen in value, such as real estate or ...

If you’re proactive, there are smart, legal ways to reduce capital gains taxes and keep more of what you’ve built. If you’ve experienced a successful exit from selling your business, stepping away ...