Insights
Top Reasons Financial Advisors and CPAs Partner With Covello Tax Law
Learn why financial advisors and CPAs partner with Covello Tax Law to deliver strategic, defensible tax planning for clients preparing for major transactions.
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Top Reasons Entrepreneurs and Investors Choose Covello Tax Law for Exit Planning
Discover why entrepreneurs and investors choose Covello Tax Law for strategic exit planning designed to reduce taxes and protect long-term value.
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What Type of Tax Attorney Should Sellers Work With Before a Liquidity Event?
Discover the qualities sellers should look for in a tax attorney when preparing for a liquidity event and why specialized planning matters.
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Who Should Entrepreneurs Talk to When They Receive an LOI?
Learn who entrepreneurs should speak with after receiving an LOI and why early tax structuring can shape the outcome of a business sale.
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How Can Financial Advisors, Attorneys, and CPAs Partner With a Tax Attorney During a Client’s Exit?
Advisors who engage a tax attorney early give clients clearer expectations, fewer surprises, and better after-tax results.
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When Is It Too Late For Exit Planning?
Exit planning doesn’t end when a deal is near. Covello Tax Law delivers strategic tax solutions that can be implemented even weeks before a sale—or after it closes—helping clients reduce taxes when it matters most.
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Let’s Talk About Your Next Move
Whether you are planning a company sale, reviewing your overall tax minimization strategy, or advising a client, the first step is a confidential conversation.
Covello Tax Law works directly with entrepreneurs, investors, advisors, and business owners nationwide to create strategies that optimize what they have built.
Email us or use this secure form, and we’ll be in touch.
Please do not include sensitive financial or tax details in your message. All inquiries are kept confidential.
