c-01 (1) (1)
  • About Us
    • Meet Our Team
    • FAQ
    • Our Services
    • Industries
    • Blog
    • Locations
      • Palo Alto
      • Walnut Creek
      • Santa Monica
    • Contact Us
  • Business Tax
    • Small Business Package (SBP)
    • Tax Preparation and Planning
    • Small Business Bookkeeping
    • Consulting
    • Virtual CFO
    • Tax and Accounting for Contractors
  • Individual Tax
    • Tax Preparation and Planning
    • Expat Taxes
    • Tax Planning for Executives
    • Cryptocurrency
    • Divorce Taxes
  • Trusts & Estates
    • Living Trusts
    • Charitable Lead Trust
    • Charitable Remainder Trust
    • Grantor Retained Annuity Trust
    • Generation Skipping Trust
    • Special Needs Trust
    • Dynasty Trust
  • M&A
    • Sales
    • Purchases
    • Due Diligence
  • TaxDome
Schedule A Meeting
Capital Tax Logo
Produce extraordinary tax results. Multiply wealth.
  • About Us
    • Meet Our Team
    • FAQ
    • Our Services
    • Industries
    • Blog
    • Locations
      • Palo Alto
      • Walnut Creek
      • Santa Monica
    • Contact Us
  • Business Tax
    • Small Business Package (SBP)
    • Tax Preparation and Planning
    • Small Business Bookkeeping
    • Consulting
    • Virtual CFO
    • Tax and Accounting for Contractors
  • Individual Tax
    • Tax Preparation and Planning
    • Expat Taxes
    • Tax Planning for Executives
    • Cryptocurrency
    • Divorce Taxes
  • Trusts & Estates
    • Living Trusts
    • Charitable Lead Trust
    • Charitable Remainder Trust
    • Grantor Retained Annuity Trust
    • Generation Skipping Trust
    • Special Needs Trust
    • Dynasty Trust
  • M&A
    • Sales
    • Purchases
    • Due Diligence
  • TaxDome
Call us: (925) 977-7780
Facebook-f X-twitter Linkedin Instagram
Get In Touch
How to prepare your business for sale
  • Post
  • By Harris Sahar
  • September 30, 2026

How to Prepare Your Business Financials for a Sale

A business with clean, well-organized financials sells for more than a similar business with messy books, and it sells faster too. Buyers do not pay a premium for potential. They pay for proof, and...
More Details
irs audit red flags
  • Post
  • By Harris Sahar
  • September 24, 2026

IRS Audit Red Flags: What Small Business Owners Should Know Before Filing

Most small business tax returns are never audited, but certain patterns on a return make an audit far more likely. Understanding the IRS audit red flags and common tax audit triggers that raise scrutiny...
More Details
selling a business
  • Post
  • By Harris Sahar
  • September 23, 2026

Tax Implications of Selling a Business: What Owners Need to Know Before They Exit

Selling a business is often the largest financial event of an owner's life, and the tax bill that comes with it can be just as large if the sale is not planned properly. The...
More Details
small business tax planning strategies
  • Post
  • By Harris Sahar
  • September 23, 2026

7 Tax Planning Strategies Small Business Owners Should Consider Before Year-End

Two owners run businesses with identical revenue and identical December profit. One buys equipment in November and puts it to work immediately, tops up a retirement plan through payroll, and reviews owner compensation before...
More Details
Taxation of Restricted Stock Units
  • Post
  • By Harris Sahar
  • September 16, 2026

Taxation of Restricted Stock Units: How RSUs Are Taxed at Every Stage

Consider two employees who each vest 100,000 dollars in restricted stock units in the same year. One sets nothing aside and faces a five-figure balance due at filing, along with an underpayment penalty. The...
More Details
Startup employee reviewing an ISO exercise plan with a CPA to avoid AMT
  • Post
  • By Harris Sahar
  • September 16, 2026

How To Avoid AMT on ISO Exercise: What You Need to Know Before Exercising ISOs

Holders of Incentive Stock Options (ISOs) are often introduced to the Alternative Minimum Tax, or AMT, under less than favorable circumstances. AMT remains one of the most misunderstood aspects of equity compensation, and it...
More Details
What Is a Stock Sale? In the event of a stock sale, the buyer acquires the shares from the seller. The corporation does not change; its contracts, licenses, agreements with employees and liabilities stay with the corporation. Commonly, buyers want to know what a stock sale is from a practical viewpoint. The simplest way to explain this phenomenon is that the buyer gets a whole box instead of just picking properties from the box.
  • Post
  • By Harris Sahar
  • September 11, 2026

Asset Sale vs. Stock Sale in M&A: Tax Implications for Buyers and Sellers

In any business transaction, you can always forecast how things would proceed based on the one question: are you selling the business’s assets or selling it as a whole entity? The choice of asset...
More Details
83(b) Election Deadlines & Mistakes
  • Post
  • By Harris Sahar
  • September 11, 2026

83(b) Election Deadlines & Mistakes: A Founder’s 30-Day Survival Guide

When a founder receives restricted stock, a strict clock begins. From the date the shares are transferred, there are exactly 30 calendar days to file a Section 83(b) election with the IRS. There is...
More Details
qsbs for founders
  • Post
  • By Harris Sahar
  • August 17, 2026

QSBS for Founders: How Startup Founders Can Exclude Up to $15M in Capital Gains

Two founders sell the same amount of stock. One owes nothing in federal capital gains tax. The other owes six figures to the IRS. The difference is rarely luck. It comes down to whether...
More Details
washington millionaire tax
  • Post
  • By Harris Sahar
  • August 17, 2026

Washington State Millionaire Tax: Who It Affects & 7 Legal Tax Planning Strategies

Washington’s new 9.9% millionaire’s tax takes effect in 2028. Learn who it affects, how it’s calculated, and 7 legal strategies to plan ahead now.

More Details

Posts pagination

1 2 Next

Ready to Simplify Your Taxes and Grow Your Wealth?

At Capital Tax, we handle the details so you can focus on what matters. From accounting to tax planning to compliance, our team provides long-term partnerships to reduce your largest annual recurring expense.

Individual
Small Business Package
Trusts & Estates
Schedule a Meeting
footer-left-shape1.png
footer-right-shape1.png
c-01 (1)
Call us: (925) 977-7780
Facebook-f X-twitter Linkedin Instagram

Industries

  • Manufacturing
  • Financial Services
  • Government
  • All Industries

Locations

  • Palo Alto
  • Walnut Creek
  • Santa Monica
  • All locations

Services

  • Small Business
  • Individual
  • Trusts & Estates

Quick Links

  • About Us
  • Blog
  • Contact Us
  • Our Packages
  • Areas We Serve

Subscribe Newsletter

cal_logo
3
02
Terms & Agreements
Privacy Policy
Copyright © 2026 Capital Tax All rights reserved.
Schedule a Meeting