Equity Advantage Newsletter – The Napkin Test

Equity Advantage Newsletter – The Napkin Test

The Napkin Test The Napkin Test was conceived literally on a napkin at a seminar by California tax attorney Marvin Starr of Miller, Starr and Regalia. It’s a simple exercise to determine the potential for exposing taxable assets or “boot” in an exchange. The Napkin...
What Is An Exchange Accommodator?

What Is An Exchange Accommodator?

You’ll hear the term ‘exchange accommodator’, but what do they really do? In this blogcast episode, David Moore explains the term and, more importantly, what they do for you. What Is An Exchange Accommodator Read or Click to Listen Today we’re talking with...