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95. Getting Around Tax Consequences In M&A Transactions with Ed Castellani

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Manage episode 288754313 series 2633233
Content provided by Domenic Rinaldi. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Domenic Rinaldi or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Many people who get into the world of merging and acquisition pay little to no attention to various tax consequences and how to optimize them. Despite the different experiences between sellers and buyers, how can we bridge the gap here? Joining Domenic Rinaldi to delve into this matter is CPA and attorney, Ed Castellani. Together, they talk about the right way to approach a seller demanding stock transaction with no optimal tax outcome, the specifics of the letter of intent, the buckets of allocation, and how sellers can overall minimize their tax burden. Ed also dives deep into the world of C Corp, particularly on how they can be utilized to defer tax.

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Join the M&A Unplugged Community today:

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108 episodes

Artwork
iconShare
 
Manage episode 288754313 series 2633233
Content provided by Domenic Rinaldi. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Domenic Rinaldi or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Many people who get into the world of merging and acquisition pay little to no attention to various tax consequences and how to optimize them. Despite the different experiences between sellers and buyers, how can we bridge the gap here? Joining Domenic Rinaldi to delve into this matter is CPA and attorney, Ed Castellani. Together, they talk about the right way to approach a seller demanding stock transaction with no optimal tax outcome, the specifics of the letter of intent, the buckets of allocation, and how sellers can overall minimize their tax burden. Ed also dives deep into the world of C Corp, particularly on how they can be utilized to defer tax.

Love the show? Subscribe, rate, review, and share!

Join the M&A Unplugged Community today:

  continue reading

108 episodes

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