Introduction In this month’s newsletter, we bring you part II of a two part series discussing the advantages and disadvantages of a stock versus an asset transfer of a company from the buyer’s and seller’s perspective. While Part I focused…
Regardless of the sweat equity you may have invested in building your business, when you put your business up for sale, a prospective buyer will value your business based on the expected value of its future cash flows. You may…
Bank Security Interest The Seventh Court of Appeals has ruled that a lower court’s decision resulting in the IRS having an inferior lean to a superior bank lean was incorrect. In the case, the property had a bank lien on…
Q: What forms do we file to report a loss on the sale of a rental property? A: Rental property is income-producing property and as such, considered business property. Report the loss on the sale of rental property on form…
Introduction Recently we’ve been writing a lot about valuing and exiting your business. Today we turn to what happens after you decide to sell your business and before signing the letter of intent. In the excitement of the process, one…
This is the sixth – and last – in a series of articles that will attempt to dispel ten common misconceptions, or fables, about ESOPs. ESOP Fable #10: An ESOP will remedy all of my company’s problems. While the Employee…
Valuations Include Everything Recently the Tax Court ruled that vacation and sick pay are compensation items to be included as income tax when paid to a taxpayer. In the facts, the taxpayer was a police officer on a city police…
Q: I purchased stock from my employer under a § 423 employee stock purchase plan and received a Form 1099-B for selling it. How do I report this? A: Under a § 423 employee stock option plan, you have taxable…
How are you going to end the relationship with your business? Believe it or not, that day will come. Fortunately, you have a number of options to plan your exit and watch your legacy continue. Four good, viable options exist…
This is the fifth in a series of articles that will attempt to dispel ten common misconceptions, or fables, about ESOPs. ESOP Fable #8: I fear that my employees can sell their stock to someone else. Another common fear of…
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