Why Your CPA Isn't Enough: The Difference Between Tax Compliance and Tax Strategy w/Josh Lowenthal
Автор: Ryan Ray
Загружено: 2026-01-15
Просмотров: 35
Join the Exit Ready Cohort - https://rgahub.short.gy/ExitReady
Most business owners think their CPA has them covered. But when it comes to exiting a business, relying solely on an accountant can cost you millions in taxes and deal value. In this episode of the Exit Ready podcast, Ryan Ray talks with M&A Tax Attorney @LawyerforEmpireBuilders about the critical difference between tax compliance (what CPAs do) and tax strategy (what lawyers do).
Josh breaks down the complex world of S-Corps, C-Corps, and LLCs, explaining why a simple checkbox error years ago could turn your company into a "C-Corp in hiding." We also discuss the "90-Day Rule" for exit readiness, the hidden dangers of sales tax nexus, and why smart buyers will use your tax mistakes to slash your purchase price dollar-for-dollar.
In this episode, we cover:
CPA vs. Tax Attorney: Who does what, and why you need both.
The "S-Corp" Danger: How to fix an "inadvertent termination" before a buyer finds it.
Earnouts vs. Cash: How to weigh the tax implications of future payments vs. cash at closing.
The Due Diligence Carfax: Why buyers want to poke holes in your business and how to bulletproof your deal.
Connect with Ryan -
https://x.com/ryanraysr
/ ryanraysr
https://www.rgahub.com/exitready
Доступные форматы для скачивания:
Скачать видео mp4
-
Информация по загрузке: