As the calendar turns to April, the city of Boulder undergoes a distinctive transformation. From April 3 to 12, 2026, our streets, galleries, and performance spaces will host the 13th annual Boulder Arts Week. For the uninitiated, this might seem like a mere local festival. However, for those of us
If you’re selling investment property and planning a 1031 exchange to defer capital gains taxes, you’ll hear about something called a Tax-Deferred Exchange Agreement. It’s not just paperwork — it’s a critical legal document that ensures your transaction actually qualifies for the tax deferral allowed under IRS rules. Without it,
Define the investment objectives: The first step in drafting an IPS is to define the investment objectives. This involves assessing the risk tolerance of the trust or family office and determining the desired return. Establish the asset allocation: Once the investment objectives are defined, the asset allocation strategy can be
