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: https://youtu.be/2I68fXD953g

Episode 2: https://youtu.be/-YsbkeOzKfQ

Episode 3:https://youtu.be/12-tki9P4P0

Episode 4: https://youtu.be/1dW7PrY_V-Y

Episode 5: https://youtu.be/cH7N6Yi4emg

Episode 6: https://youtu.be/n2Y_VjUlDKA

Episode 7: https://youtu.be/oEQCHtL3bnA

Episode 8: https://youtu.be/XpT_wlwSO8A

Episode 9: https://youtu.be/b97whlzdl3g

Episode 10:https://youtu.be/z81dWYndh64

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

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.

Stephen Stafford

Stephen Stafford, J.D., LL.M.