Should I Have an Asset Sale or Stock Sale?

Just about every time a client buys or sells a business, I am asked: “Should I structure this as an asset sale or a stock sale?” From the seller’s perspective, it is simple. Your best results are to go with a stock sale.  With a stock sale, all gain is classified as long-term capital gains, […]


Preparing a Final Return for a Deceased Taxpayer

Each year someone notifies us that their parent has passed away and want to know what they need to do about filing the final tax return. When someone that has been filing as a single taxpayer dies, there are several things that need to be done.  (The focus is on a single tax filer, not […]