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Tax Strategies for Selling Your Business: Rolleri & Sheppard Video Blog

When selling a business, finding a buyer is only half the battle: structuring the deal to maximize your return and minimize your tax liability is just as important.

In our latest video blog, Managing Partner Ryan C. Sheppard, CPA, CFF, reviews key tax strategies for selling your business, including:

  • How an asset purchase works
  • The basics of a sale of equity
  • Essential preparation leading up to the sale
  • Installment sale treatment

Expert Insights and Tips from Your Trusted CPA Firm

Tax Tips for Self-Employed Professionals

Tax Tips for Self-Employed Professionals

Tax season is rarely simple for self-employed professionals. Between juggling clients, managing cash flow, and running day-to-day operations, it's easy for important tax details to slip through the cracks. The good news is that complexity also creates opportunity, as...

Divorce and Your Finances: What You Need to Know

Divorce and Your Finances: What You Need to Know

The financial side of divorce is often where the costliest mistakes happen. Splitting assets, dividing retirement accounts, and rebuilding your budget all carry tax consequences that are easy to overlook. Managing Partner Ryan C. Sheppard, CPA, CFF, is back with...

A Rundown on Trump Accounts

A Rundown on Trump Accounts

There's a lot to know about Trump Accounts, a new type of tax-advantaged individual retirement account for children under 18. Parents, families, and companies are all asking similar questions: What are these accounts, who are they for, and how might they fit into a...

Tax Tips for Self-Employed Professionals

Tax Tips for Self-Employed Professionals

Tax season is rarely simple for self-employed professionals. Between juggling clients, managing cash flow, and running day-to-day operations, it's easy for important tax details to slip through the cracks. The good news is that complexity also creates opportunity, as...

At Rolleri & Sheppard CPAs, LLP, our philosophy is simple: Clear communication is everything.