All Business is Personal | Episode 13 | Pre-Sale Due Diligence and Tax Planning Part Two

This is the second of our two-part episode on Pre-Sale Planning opportunities for Business Owners who are planning to sell their business in the near future. In our last video, Partner, Stephen Stafford focused on the importance of proactive Due Diligence and steps you can take before starting the sale process. In this video, we are going to look at some of the Pre-Sale Tax Planning opportunities that Business Owners may be able to utilize to save on California income taxes, Federal income taxes, or Estate and Gift taxes if they start planning a few years in advance.

Click below to view other episodes in the series:

Episode 1 – Introduction: https://youtu.be/2I68fXD953g

Episode 2 – C Corporations: https://youtu.be/-YsbkeOzKfQ

Episode 3 – S Corporations: https://youtu.be/12-tki9P4P0

Episode 4 – Limited Liability Companies: https://youtu.be/1dW7PrY_V-Y

Episode 5 – Liability Protection: https://youtu.be/cH7N6Yi4emg

Episode 6 – Financial & Tax Planning: https://youtu.be/n2Y_VjUlDKA

Episode 7 – Employees and Human Capital: https://youtu.be/oEQCHtL3bnA

Episode 8 – Business Contracts and Licenses: https://youtu.be/XpT_wlwSO8A

Episode 9 – Intellectual Property, Trade Secrets, Website, Social Media: https://youtu.be/b97whlzdl3g

Episode 10 – Real Estate Planning and Office Leases: https://youtu.be/z81dWYndh64

Episode 11 – Succession Planning: https://youtu.be/TjRr1PRV6vk?si=OFEVHYH__auAwpjW

Episode 12 – Pre-Sale Due Diligence and Tax Planning: https://www.youtube.com/watch?v=Y2-9dghKaxg

Episode 14 – Selling the Company: https://youtu.be/H-R8p10Cklg

Episode 15 – Estate Planning for the Owners: https://www.youtube.com/watch?v=s2N4T8FIWzw

As a reminder, this video and all of the other videos in this series are for EDUCATIONAL AND INFORMATION PURPOSES ONLY, AND SHOULD NOT BE TAKEN AS LEGAL OR TAX ADVICE.