This can be one of the biggest decisions of your life - even affecting multiple generations to come. Are you looking for an attorney that can help you through the process?
- Do you know the difference between an asset purchase / sale versus a Stock purchase / sale?
- Are you familiar with a Section 1202 exemption?
- Have you considered a Section 1045 Exchange?
- Are you prepared for Depreciation Recapture?
- Have you set-up a Donor Advised Fund to help you and your family with philanthropic opportunities?
- Do you need someone to help with Bulk Asset Transfer compliance?
Don't be intimidated by all these items - reach out and get help to maximize the opportunity before you!