Insights from Capital Tax

Stay informed. Stay ahead.

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.

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

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

In any business transaction, you can always forecast how things would proceed...

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83(b) Election Deadlines & Mistakes

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

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

When a founder receives restricted stock, a strict clock begins. From the...

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qsbs for founders

QSBS for Founders: How Startup Founders Can Exclude Up to..

QSBS for Founders: How Startup Founders Can Exclude Up to..

Two founders sell the same amount of stock. One owes nothing in...

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washington millionaire tax

Washington State Millionaire Tax: Who It Affects & 7 Legal..

Washington State Millionaire Tax: Who It Affects & 7 Legal..

Washington's new 9.9% millionaire's tax takes effect in 2028. Learn who it...

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12 month tax planning

Pre IPO Employee Stock Options: A 12-Month Tax Planning Timeline

Pre IPO Employee Stock Options: A 12-Month Tax Planning Timeline

If a chunk of your compensation is sitting in stock options, an...

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qualified small business stock​

Qualified Small Business Stock Tax Exemption: Everything You Need to..

Qualified Small Business Stock Tax Exemption: Everything You Need to..

A startup founder sells company shares worth $5 million and pays no...

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