A defined benefit plan lets a high-earning owner shelter large, deductible sums in the years around a sale. Here is how Southern California owners use one to cut taxable income.
Purchase price allocation decides whether your proceeds are taxed as capital gain or ordinary income. Here is how Southern California sellers plan the allocation to protect their after-tax proceeds.
Can moving out of California before a business sale erase the state tax on your gain? State tax relocation is real, but the bar is high. Here is what actually works.
The 3.8% Net Investment Income Tax can reach some or all of your sale gain. Why material participation decides the answer, and what founders can plan ahead of closing.
A CRT can defer capital gains on a business sale and pay lifetime income — but it’s deferral, not magic. The honest math, the S-corp trap, and the timing rules that decide everything.
