Insights
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
Federal tax planning is only part of the story for founders in high-tax states. Residency, sourcing, state conformity, and sale structure can materially change what an owner keeps after closing.
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.
Why Exit Planning Frequently Starts Before a Letter of Intent Ever Shows Up
By the time the LOI lands, many of the best tax planning options are already off the table. Here is what exit planning actually covers, and why it starts earlier than most founders expect.
Stock Sale vs. Asset Sale: Why the Structure of the Deal Can Change Your Tax Outcome
The difference between a stock sale and an asset sale is not just technical. Structure can change gain character, allocation, liability assumptions, and what the seller actually keeps after tax.
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