Oct 24, 2023
In Episode 22 - Domestic Tax Planning Janathan Allen discusses the importance of the process of domestic tax planning. Many people don't think to consider tax planning by assuming "I'm a W2 employee, how can domestic tax planning help me?" The fact is there are a lot of ways to structure your financial affairs in a...
Sep 13, 2023
In ABCast Episode 21 - Due Diligence Janathan Allen discusses a crucial element of Mergers & Acquisitions or M & A: comprehensive and thorough due diligence. Due diligence is a process and a review of financial information, tax and corporate documents in order to verify the validity of what the buyer and seller...
Jul 19, 2023
In ABCast Episode 20 - Preparing a Company for Sale our founder, Janathan Allen, discusses all of the steps required to get ready to sell your business and the concepts and goals you should evaluate before you begin the process. What do you, the seller, want out of the transaction? What are your cash needs...
Jun 21, 2023
Episode 19 - Business Succession Planning focuses on one of the most important part of protecting an owner, member, partner, shareholder or investor in any company, and yet less than one in four businesses have a succession plan. In this insightful episode Jan establishes the purpose of a business plan: "how it is...
Apr 26, 2023
Episode 18 - International Tax Strategies and Forms provides insights for any US taxpayer with offshore interests, and any international person or expat with US interests. Jan begins the conversation with an interesting observation: "I think the perception is that Americans don't realize that once they leave our shores...