Horizon Wealth Insights

In the world of ultra-high-net-worth individuals (UHNWIs), preserving wealth across multiple generations is a top priority. One of the most effective estate planning vehicles for achieving t...

Turning a One-Time Liquidity Event Into a Smarter, Tax-Efficient Investment Opportunity When you sell an illiquid asset such as a business or real estate holding, you often must sell the ent...

If you’re selling a highly appreciated asset—be it real estate, a business, or a stock portfolio—you’re likely facing a significant capital gains tax bill. But what if you could defer that t...

A failed 1031 exchange can feel like a financial disaster, with looming capital gains taxes threatening your hard-earned proceeds. Fortunately, a Deferred Sales Trust™ (DST) offers a strateg...

On July 4, 2025, President Donald J. Trump signed the One Big Beautiful Bill Act (OBBBA) into law, a landmark legislative package passed by the 119th U.S. Congress. Known as the "Big Beautif...

Congratulations if you’re sitting on a highly appreciated portfolio! Whether you’ve built wealth by holding stocks long-term without tax mitigation, strategically tax-loss harvesting, or rid...

When it comes to selling high-value assets like real estate, businesses, or investments, capital gains taxes can take a significant bite out of your profits. But with smart planning, you can...

If you’re facing a large capital gain—either this year or in a planned future exit—you may be looking for smart, legal ways to reduce your tax liability. Or maybe you’re holding a stock with...

Are you navigating the complexities of a 1031 or 721 exchange, worried about the tight deadlines or finding the right replacement property? What happens if the exchange fails? Don’t panic—th...

In today’s unpredictable financial landscape, a well-crafted retirement income plan assigns every asset a specific purpose, ensuring efficiency and stability. By leveraging strategies that a...