I am planning a massive liquidity event by selling my tech company next year, what aggressive steps should I take now to minimize my impending capital gains exposure?

Question

Kohari Gonzalez Oneyear & Brown · Accepted Answer

A planned sale of a tech company next year can raise several tax considerations, and the answer often depends on the entity structure, the type of equity being sold, and how much of the value is tied to appreciated assets versus goodwill or intellectual property. Timing of the transaction, prior ent For an answer applied to your exact numbers, bring this question to a licensed KGOB CPA in a focused session and leave with a clear next step.