Horizon Wealth Insights

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...

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...