HOW TO PREPARE YOUR COMPANY FOR SALE (WITH DUE DILIGENCE CHECKLIST).
IT IS NEVER TOO EARLY to start planning for the eventual sale of your company. While this article will not explain every step that should be taken, the purpose is to give the reader a general framework for moving forward.
CREATIVE USES OF OPTIONS AND TRUSTS TO TRANSFER WEALTH.
Interests in private companies can be transferred to family members with favorable tax treatment through the use of stock options and reverse intentionally defective irrevocable trusts.
A DECENT PROPOSAL.
An owner of a Roth IRA can save on taxes by selling his beneficial interest to an intentionally defective irrevocable trust.