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Five Biggest Mistakes in Choosing Your Qualified Intermediary

David M. Gorenberg, CES® |
Corporate & Institutional
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There are several considerations when choosing a qualified intermediary for your 1031 Like-Kind Exchange.The regulations governing 1031 exchanges clearly articulate who cannot be your qualified intermediary.Knowing what not to do can assist you in finding the right qualified intermediary for your transaction.The role of a qualified intermediary (QI) is integral to a 1031 Like-Kind Exchange to manage the financial, administrative, and sophisticated reporting requirements.


Year-End 2019: Top 5 Estate and Tax Planning Strategies

Matthew T. Lee |
Wealth Planning

As we come to the end of 2019, it is once again time to consider what, if any, tax planning should be considered before year end and what the next steps will be to implement these strategies.  While tax planning is important to consider throughout the year, a little extra time spent before December 31 can help optimize your tax positioning now and in the years ahead.


Business Owners Outlook: 4Q 2019

Wilmington Trust |
My Business

Our Business Owners Outlook is a quarterly survey that explores business owners’ concerns and outlooks on themes that are most important to them.  In this issue, “Is Now the Time to Sell?” survey respondents shared their attitudes toward transitioning their business in light of their perceptions of macroeconomic and political conditions.