57 plain-English guides on cfo & advisory, each one ending in what to do next.
A fractional CFO costs $1,750 to $6,500 a month at 2026 prices, compared to a $269,750 midpoint salary for a full-time CFO.
CFO & AdvisoryBusiness bankruptcy creates significant tax consequences that differ based on the chapter filed. Business bankruptcy triggers a complex set of tax.
CFO & AdvisoryCanceled business debt is generally taxable income under IRC 61(a)(12), but the insolvency exclusion under IRC 108 can eliminate the tax.
CFO & AdvisoryA buy-sell agreement controls what happens to a business interest when an owner dies, becomes disabled, retires, or wants to sell.
CFO & AdvisorySelling, gifting, or transferring a business triggers capital gains, gift tax, and installment sale rules. How each exit strategy gets taxed.
CFO & AdvisoryBusiness succession planning involves transferring ownership to family, partners, or a third-party buyer while minimizing estate, gift, and income taxes.
CFO & AdvisoryBusiness succession planning is the process of structuring the transfer of business ownership in the most tax-efficient manner possible.
CFO & AdvisoryBusiness succession planning involves transferring ownership while minimizing transfer taxes (gift tax, estate tax, capital gains tax).
CFO & AdvisoryA buy-sell agreement is a legally binding contract that governs what happens to a business interest when an owner dies, becomes disabled, retires.
CFO & AdvisoryBuying a business as an asset purchase lets the buyer depreciate and amortize the purchase price, saving significant taxes over 5-15 years.
CFO & AdvisoryWhen buying an existing business, the tax structure of the acquisition (asset purchase vs. stock purchase comparison. Covers key rules, filing.
CFO & AdvisoryThe franchise fee ($20,000-$50,000+) is amortized over 15 years under IRC 197. Ongoing royalties (4-8% of revenue) are deductible when paid.
CFO & AdvisoryClosing a business triggers final tax returns, asset disposition reporting, and state dissolution filings. What the IRS requires and common mistakes.
CFO & AdvisoryIRC 108 excludes canceled debt from income in bankruptcy, up to your insolvency, and for qualified farm and real property business debt. You give up tax attributes in return.
CFO & AdvisoryClosing a business means a final return with the 'final return' box checked, final payroll filings, disposing of assets, and cancelling the EIN.
CFO & AdvisoryDivorce creates tax consequences for business owners including property division, valuation disputes, alimony treatment.
CFO & AdvisoryDivorce involving a business creates tax issues at every stage: property division under IRC 1041, alimony changes from TCJA, and business valuation.
CFO & AdvisoryFor business owners, estate and gift tax planning is not just about minimizing the federal estate tax (which applies to estates exceeding the $13.99.
CFO & AdvisoryA business owner's company is often their largest asset, but without proper estate planning. Estate planning tools for business owners.
CFO & AdvisoryThe federal estate tax exemption is $13.99 million per person in 2025 ($27.98 million per married couple). Estate tax fundamentals for business owners.
CFO & AdvisoryThe federal estate tax exemption is $13.61 million per person (2024) but is scheduled to drop to approximately $7 million in 2026.
CFO & AdvisoryEstate tax planning is critical for business owners because a closely held business is often the largest asset in the owner's estate.
CFO & AdvisorySelling a business triggers different tax consequences depending on whether it is structured as an asset sale or a stock/membership interest sale.
CFO & AdvisoryThe gift tax under IRC 2501-2524 applies to transfers of property for less than full consideration. 2025 gift tax numbers.