---
title: "Tax Strategy for Buying & Selling Routes - Learning Center"
url: https://poolroutemarketplace.com/learn/tax-strategy-for-deals
description: "A practical orientation to the tax mechanics that meaningfully change after-tax outcomes for both sides of a route deal, purchase price allocation, asset vs stock sales, installment treatment, depreciation recapture, and the working knowledge to have intelligent conversations with your CPA."
lang: en
---

All courses (https://poolroutemarketplace.com/learn)

Advanced 65 min 450 pts

# Tax Strategy for Buying & Selling Routes

A practical orientation to the tax mechanics that meaningfully change after-tax outcomes for both sides of a route deal, purchase price allocation, asset vs stock sales, installment treatment, depreciation recapture, and the working knowledge to have intelligent conversations with your CPA.

Progress 0/8

## Modules

1

### Deal Structure & Allocation

- Asset sale vs stock sale: why it matters
  9 min read · quick quiz
  Start →
  https://poolroutemarketplace.com/learn/tax-strategy-for-deals/asset-vs-stock
- Purchase price allocation, the negotiation inside the negotiation
  10 min read · quick quiz
  Start →
  https://poolroutemarketplace.com/learn/tax-strategy-for-deals/purchase-price-allocation

2

### Tax Treatment & Planning

- Installment sales and seller-financed tax deferral
  8 min read · quick quiz
  Start →
  https://poolroutemarketplace.com/learn/tax-strategy-for-deals/installment-sales
- Buyer-side tax planning that compounds
  9 min read · quick quiz
  Start →
  https://poolroutemarketplace.com/learn/tax-strategy-for-deals/buyer-side-tax-planning

3

### Beyond the Basics

- State and local tax in route deals
  7 min read · quick quiz
  Start →
  https://poolroutemarketplace.com/learn/tax-strategy-for-deals/state-and-local-tax
- Section 1031 and like-kind exchanges
  7 min read · quick quiz
  Start →
  https://poolroutemarketplace.com/learn/tax-strategy-for-deals/section-1031-and-like-kind
- QSBS and Section 1202
  7 min read · quick quiz
  Start →
  https://poolroutemarketplace.com/learn/tax-strategy-for-deals/qualified-small-business-stock
- Estate and succession planning around a sale
  7 min read · quick quiz
  Start →
  https://poolroutemarketplace.com/learn/tax-strategy-for-deals/estate-planning-considerations

← Back to all courses: https://poolroutemarketplace.com/learn

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