Insights
Why Your Deal Team Matters as Much as Your Deal Price
The purchase price is only part of a business sale. The right deal team determines how much of that price a founder actually keeps after tax.
Earnout Agreements and Taxes: What Sellers Should Understand Before They Sign
Earnout payments can be taxed as capital gains or ordinary income depending on structure. Sellers need to address the tax treatment before signing.
Charitable Remainder Trusts and Business Sales: When the Math Works & When It Doesn’t
A charitable remainder trust can defer capital gains in a business sale, but it only works when the math, timing, and charitable intent are aligned.
High-Tax State Entrepreneurs: What You Should Know About Tax Planning in 2026
Founders in California, New York, Washington, and other high-tax states need state-level exit planning before a business sale closes.
QSBS Stacking: How Founders and Early Investors Can Multiply the Section 1202 Exclusion
QSBS stacking can multiply the Section 1202 exclusion through careful gifting and trust planning before a founder’s exit is locked in.
Covello Tax Law Names Sarah Sutton Director of Operations
Covello Tax Law has appointed Sarah Sutton as Director of Operations, adding dedicated operational leadership as the firm continues serving entrepreneurs, investors, and professional advisors on complex tax planning matters nationwide.
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.
