Horizon Wealth Insights

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...

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...