Horizon Wealth Insights

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  • 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