Horizon Wealth Insights

Image of Dan Blair
  • 7 min read

How to Tell If a Buyer Is Backing Out of Your Business or Real Estate Sale—And What to Do About It

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...

How to Tell If a Buyer Is Backing Out of Your Business or Real Estate Sale—And What to Do About It

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...

7 min read
Image of Dan Blair
  • 7 min read

Maximizing Tax Benefits on Highly Appreciated Assets: Strategies for Deferral and Growth

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...

Maximizing Tax Benefits on Highly Appreciated Assets: Strategies for Deferral and Growth

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...

7 min read
Image of Dan Blair
  • 8 min read

Case Study: Selling Real Estate and Navigating Capital Gains Taxes—A 1031 Exchange Alternative

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...

Case Study: Selling Real Estate and Navigating Capital Gains Taxes—A 1031 Exchange Alternative

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...

8 min read
Image of Dan Blair
  • 5 min read

Quantifying and Stating the Four Misconceptions About the Deferred Tax Strategy

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...

Quantifying and Stating the Four Misconceptions About the Deferred Tax Strategy

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...

5 min read
Image of Dan Blair
  • 6 min read

A Capital Gains Tax Strategy for Business Owners

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,...

A Capital Gains Tax Strategy for Business Owners

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,...

6 min read
Image of Dan Blair
  • 6 min read

Introducing the DTS (Deferred Tax Strategy)

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...

Introducing the DTS (Deferred Tax Strategy)

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...

6 min read

Dan Blair

Dan Blair Founder | Chief Wealth Advisor Dan Blair has many years of experience as a financial advisor. He is an independent investment adviser with Horizon Wealth. Dan helps affluent individuals and business owners obtain and preserve their wealth. Dan has always had a strong faith in God. He believes that God instructs all of us to be good stewards of our money and he has committed himself to achieve the success that God has planned for clients’ financial lives. Dan is passionate about giving back and helping others. When Dan is not working, he spends his time with his wife Melissa, daughter Mia, and dogs, George and Rubie. You might also see him fly fishing in a trout stream or with an apron on, cooking for friends and family. Dan is an active member of his church and volunteers at local food banks. Dan also enjoys the outdoors, including camping, backpacking, and boating with his friends and family. Investment Advisor Representative: With Impact Partnership Wealth, LLC Licenses: Series 65, Life, Accident, Annuity, and Health

Blog Posts by “Dan Blair”

Image of Dan Blair
  • 7 min read

How to Tell If a Buyer Is Backing Out of Your Business or Real Estate Sale—And What to Do About It

Introduction: The Anxiety of a Fading Deal Selling a business or real estate property is a...

7 min read
Image of Dan Blair
  • 7 min read

Maximizing Tax Benefits on Highly Appreciated Assets: Strategies for Deferral and Growth

Owning highly appreciated assets, such as real estate or a business, signifies successful ...

7 min read
Image of Dan Blair
  • 8 min read

Case Study: Selling Real Estate and Navigating Capital Gains Taxes—A 1031 Exchange Alternative

Introduction: The Hidden Tax Traps of Selling Investment Property Selling an investment pr...

8 min read
Image of Dan Blair
  • 5 min read

Quantifying and Stating the Four Misconceptions About the Deferred Tax Strategy

When selling highly appreciated assets, the prospect of facing significant capital gains t...

5 min read
Image of Dan Blair
  • 6 min read

A Capital Gains Tax Strategy for Business Owners

Facing the Capital Gains Cliff: How Horizon Wealth and Their Team Can Help You Exit Your B...

6 min read
Image of Dan Blair
  • 6 min read

Introducing the DTS (Deferred Tax Strategy)

If you’re an investor considering the sale of a highly appreciated asset—be it a business,...

6 min read