About This Q&A This recap pulls together the most practical questions raised during the live event. The answers below stay close to the themes the panel emphasized: fit matters, structure matters, and your goals should drive the tax and deal decisions rather than the other way around. Watch the Q&A Segment Buy, Build, Sell Q&A […]
About Andrea Steinbrenner Andrea spent a decade in operational and financial leadership at TGG Accounting before becoming CEO of Exit Consulting Group. She's a Certified Exit Planning Advisor who understands how businesses are built, run, and made ready to sell. Named one of the Top 50 Women Leaders of California for 2025. Connect with Andrea […]
About Shaaya Shaifi Shaaya is an M&A advisor who helps business owners buy and sell companies. He handles deal origination, financial due diligence, and transaction structuring — and he knows exactly where deals fall apart. Connect with SHAAYA Watch Shaaya’s Segment Acquisition strategy for business owners is not just about finding a company with revenue […]
Tax compliance vs tax strategy is the difference between reporting what you owe and changing what you owe — legally — before the year is over. A business owner made $1.2 million last year. His CPA filed everything correctly. Every form. Every deadline. Every dollar reported. He still owed six figures he never saw coming. […]
1. My Transylvanian Roots: Lessons in Resilience As a tax partner for business owners, I often get asked where my no-fear attitude toward the IRS comes from. I was born in Transylvania, Romania — yes, that Transylvania. A region that’s been conquered, partitioned, rebuilt more times than I can count. The people there are survivors: […]
AI data security for accounting firms matters—and clients are asking smart questions about privacy, transparency, and impersonation risks (see recent Talker Research findings). We want to be proactive and clear about how we handle security at our firm. AI data security for accounting firms - What consumers are worried about (and why it matters) I […]
Congress loves acronyms, and this year two of them can make quite an impact on the business owner’s wallet: Opportunity Zones (OZs) and Energy Community Zones (ECs). When comparing Opportunity Zones vs Energy Community Zones, it’s easy to mix them up. Yet, each offers a distinct path to lower your taxes — one through reinvestment […]
1031 Exchange Case Study: Here’s how a high-income business owner used a 1031 exchange to turn one underperforming property into four diversified, passive income streams—while deferring over $1.1M in taxable gains and saving roughly $358K in immediate taxes. Investor Profile Before the Exchange The problem: Too much equity concentrated in one asset and one location, […]
“Taxes are your greatest wealth-building expense.” And that’s why I chose tax strategy as my life’s work. I thought about what to write you today. What to say about taxes—on the day before the 4th of July—while we’re on the brink of a potentially sweeping tax bill, and in the middle of an era marked […]