Horizon Wealth Insights

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...

When a 1031 or 721 exchange fails, the tax consequences can be daunting. Fortunately, a Deferred Sales Trust™ (DST) offers an option to rescue your proceeds and defer taxes. This strategic t...

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...

Introduction: The Anxiety of a Fading Deal Selling a business or real estate property is a significant endeavor, often involving substantial financial and emotional investments. The possibil...

Owning highly appreciated assets, such as real estate or a business, signifies successful investment choices. However, when it comes time to sell these assets, the looming capital gains taxe...

Introduction: The Hidden Tax Traps of Selling Investment Property Selling an investment property can be an exciting financial milestone, but it also comes with potential tax pitfalls that ca...

When selling highly appreciated assets, the prospect of facing significant capital gains taxes can be daunting. Many investors are drawn to strategies that promise tax deferral but are often...

Facing the Capital Gains Cliff: How Horizon Wealth and Their Team Can Help You Exit Your Business Efficiently and With Confidence As a business owner, you've spent years, maybe even decades,...

If you’re an investor considering the sale of a highly appreciated asset—be it a business, real estate, or a collection of investments—you’re likely bracing for the financial impact of capit...