Deferring Capital Gains Tax with Equity Rollovers: A Comprehensive Guide

Two people shaking hands, with the words "Equity Rollover" on a document.

Imagine this: You’ve built a successful business, and now you’re considering selling. Congratulations! That’s a huge achievement. But with a potential sale comes the looming reality of capital gains taxes. Fortunately, there are strategies to help minimize your tax burden, and one such strategy is the equity rollover. At XOA TAX, we often help clients […]

Navigating Capital Gains Tax in Business Sales: Cash vs. Equity Compensation

Collage illustration combining various elements related to business sales and capital gains tax.

Selling a business is a major financial and life decision. Whether you’re a seasoned entrepreneur or a first-time business owner, understanding the tax implications is crucial for maximizing your after-tax proceeds. One area that often causes confusion is how capital gains taxes apply when the sale involves a mix of cash and equity compensation. At […]

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