Скачать или смотреть Ecom Finance Experts Podcast: Sam Greenbaum and Dana Evanik on Tax Structures and Exit Strategies

Finaloop's Jacob Becker interviews Sam Greenbaum (Tax Partner) and Dana Evanik (Tax Manager) from Withum about the critical tax structures and exit strategies that can save ecommerce founders millions. In this comprehensive discussion, they explore entity selection, the powerful Section 1202 QSBS provision, and why proper planning beats reactive fixes every time.

Sam and Dana share insights from their extensive work with ecommerce and venture-backed companies, including why Delaware C corps dominate successful exits and how the choice between stock sales and asset sales can determine your after-tax proceeds.

What You'll Learn:
How to choose between C corps, LLCs, and S corps based on your growth plans
Section 1202 QSBS strategy: Eliminate taxes on up to $15 million in exit gains
Why stock sales beat asset sales for sellers and when exceptions make sense
The "due diligence ready" checklist that prevents deal-killing surprises
Current tax challenges: Section 174 R&D costs and tariff impact strategies

[00:00-00:46] - Content preview: stock vs asset sales
[00:46-01:16] - Introduction and Sam and Dana’s tax expertise
[01:16-02:50] - Why tax structure planning beats reactive approaches
[02:50-04:14] - Client success patterns: 90% plan ahead vs 10% fixing problems
[04:14-05:42] - Entity breakdown: C corps, LLCs, S corps pros and cons
[05:42-07:56] - When C corps make sense for scaling businesses
[07:56-10:35] - Why S corps are less common in their practice
[10:35-13:06] - Section 1202 QSBS: The $10 million tax-free exit provision
[13:06-16:29] - QSBS requirements and testing throughout holding period
[16:29-19:46] - Tax minimization strategies beyond QSBS
[19:46-20:55] - Being "due diligence ready": Beyond clean financial statements
[20:55-24:01] - Current tax environment: Section 174 and tariff disruptions
[24:01-25:30] - Proposed domestic manufacturing tax rate changes
[25:30-25:56] - Where to find Withum and connect with Sam and Dana

For more about ecommerce tax considerations, go to https://www.finaloop.com/blog/ecommer...

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