This is the first in a series of articles outlining the steps any business owner can take to maximize the value of his/her business when it comes time to sell it. Optimize Cash Flow It probably comes as no surprise…
Q: I am a sole proprietor. Must I have a tax identification number? A: The sole proprietor is the only classification of business entity that does not need a tax ID number. However, if the sole proprietor has employees or…
Introduction Why buy one home and deduct a small amount of mortgage interest, when you can buy two homes and deduct double the amount of mortgage interest? A not-so-well-known rule exists regarding second homes. Most people focus on one home,…
A sole member of a Limited Liability Company (LLC) was held personally liable for the LLC’s unpaid employment taxes by the Tax Court. The LLC was disregarded as a separate entity under the check-the-box regulations for federal income tax purposes. …
It seems that more and more business owners are asking me that question these days. Given the recent “perfect storm” of collapsing financial markets, tighter credit, growing unemployment and a worsening economic recession, it’s a very fair question. My answer…
Q: What is the capital gains tax rate for stocks that I sell in 2012? A: If the stock was held for less than one year, the capital gains rate is generally the same rate as the taxpayer’s ordinary rate. …
Introduction There were 66 million babies born between 1945 and 1964. The era was known as the “Baby-Boom” and the “Boomers” are reaching retirement age. In fact, the oldest are now turning sixty-seven and the youngest are embarking on their…
An S Corporation was allowed to use a lower figure, rather than the sale price, when calculating the tax on built-in gains for the sale of a partnership interest. The built-in gains tax is a tax on an S corporation’s…
Most everyone has heard that the three most important factors in determining the value of real estate are Location, Location, and Location. It is equally true that the three most important factors in valuing an ongoing business are Cash Flow,…
Q: I have a small business. What is the best way to pass the business on to my family when the time comes? A: First, there is no one size fits all business succession plan. Service businesses, retail businesses, and…
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