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Guides · CFO & Advisory

CFO & Advisory guides

57 plain-English guides on cfo & advisory, each one ending in what to do next.

All Cross-BorderUS TaxCanadian TaxSmall Business & BookkeepingCFO & AdvisoryTax Planning

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CFO & Advisory

Tax Implications of Business Mergers and Acquisitions: Asset Purchase vs. Stock Purchase, IRC 338(h)(10), and Earn-Outs

The tax structure of a business acquisition determines how much the buyer pays in taxes over the next 15 years and how much the seller keeps after tax.

Sep 5, 2026
CFO & Advisory

Tax Implications of Selling Your Small Business: Asset Sale vs Stock Sale

Selling a business triggers capital gains tax, ordinary income from depreciation recapture, and self-employment tax on certain allocations.

Sep 5, 2026
CFO & Advisory

Selling Your Business: How the Purchase Price Allocation Determines Your Tax Bill

When selling a business, the total purchase price must be allocated among the business assets under IRC 1060 and the residual method.

Sep 5, 2026
CFO & Advisory

Selling Your Business: Asset Sale vs. Stock Sale Tax Comparison and Deal Structure

The tax consequences of selling a business differ dramatically depending on whether the transaction is structured as an asset sale or a stock sale.

Sep 5, 2026
CFO & Advisory

Tax Implications of Selling a Business: Asset Allocation, Goodwill, IRC 1060, and Minimizing Capital Gains

When a business is sold, the tax consequences depend almost entirely on whether the transaction is structured as an asset sale or a stock/interest sale.

Sep 5, 2026
CFO & Advisory

Selling Your Business: A Complete Tax Guide for Small Business Owners

Selling a business triggers multiple layers of tax, and the total tax bill depends on the entity type (sole proprietorship, LLC, S-Corp, C-Corp.

Sep 5, 2026
CFO & Advisory

Selling Business Real Estate: Capital Gains, Depreciation Recapture, and 1031 Exchange

When a business owner sells commercial real estate, the gain splits into depreciation recapture taxed at 25% and capital gain taxed at lower rates.

Sep 5, 2026
CFO & Advisory

Cost of Goods Sold: Inventory Accounting Methods and How COGS Affects Your Business Taxes

For any business that sells physical products, cost of goods sold (COGS) is the largest deduction on the tax return and the primary determinant of gross.

Sep 5, 2026
CFO & Advisory

Personal Goodwill in Business Sales: How to Convert Ordinary Income to Capital Gains

Personal goodwill is one of the most powerful (and most frequently overlooked) tax planning strategies in business sales.

Sep 5, 2026