How to Minimize the Tax Bite in Mergers and Acquisition (M&A)

 

M&A 101: How to Sell, or Buy, a Business (Part 1)

Come join us for a presentation regarding structuring your transaction to keep Uncle Sam at bay.  

  • Tax aspects of selling stock versus selling assets
  • How these options impact C-Corporations, S-Corporations and their owners
  • We'll also cover the buy side of transactions, including the opportunities to reduce taxes no matter which side of the transaction you're on
  • And more...

 

M&A 201: How to Sell, or Buy, a Business (Part 2)

Continue the discussion on saving taxes when you sell (or buy) a business.  

  • Why allocating the sales price to assets matters
  • How to sell both stock and assets at the same time (338 Elections)
  • Depreciation recapture
  • Personal goodwill
  • Can you pay zero tax on your sale (IRC 1202 Stock)?
  • ObamaCare Tax, Net Investment Income Tax
  • Cashless/debtless deals
  • And more...

 

M&A 301: How to Sell, or Buy, a Business (Part 3)

We finish our series continuing to discuss issues that affect the sale (or purchase) of your business and what you can do to minimize your final tax cost. 

  • Installment sales: how this impacts almost every deal
  • Earnouts
  • What happens if I'm still a C-Corp and have to sell assets?
  • Covenant-not-to-compete
  • New: Opportunity Zones
  • ESOP's
  • What happens to Net Operating Cost & tax credit carryovers
  • And more...

 

Join us for any or all of these informative webinars.  These are a purely educational event, no sales pitch. 

Hope you can join us!

Presenter:

David Knecht, CPA, CVA, MAcc

Partner, Milam, Knecht & Warner, LLP

Specializing in business taxation, and specifically on how to save taxes for businesses, David has also been involved in business valuations in various industries. He has published numerous articles on tax and business valuation, and is also a frequent lecturer on such topics.  

David-Knecht-175-2