Insights
How Financial Advisors Can Add Value for Clients Approaching a Business Sale
Financial advisors who coordinate early with exit tax counsel help clients keep more from a business sale and have more to invest afterward.
What Is Exit Planning and Why Do It Before You Need It?
Exit planning determines how much of a business sale you actually keep. Learn why the most effective strategies require years of advance preparation, not days.
What Is an Installment Sale and How Does It Reduce Taxes on a Business Sale?
An installment sale spreads gain recognition over multiple years, which can reduce the immediate tax impact of a significant business sale. Here is how it works.
What Is Qualified Small Business Stock and Who Actually Qualifies?
Section 1202 lets eligible shareholders exclude substantial gain from a qualifying business sale. Learn the requirements and what planning is involved.
How to Reduce Your Tax Bill When You Sell Your Business
Reducing taxes on a business sale requires coordinated planning around structure, timing, and legal tools. This overview covers the principal strategies.
QOZ Investors Need to Be Proactive This Year About Phantom Capital Gains Tax
If you invested in a QOZ after 2017, proactive planning in 2026 may help address deferred capital gains and prepare for liquidity needs.
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.
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