Self-Study: Surgent's Max the Tax: Tax Impacts on Exit Planning

Overview

This “jeopardy”-style, interactive game introduces tax advisors to the fundamentals of exit planning strategies. After exploring some essential concepts, key principles, and sophisticated techniques regarding the sale of a business, the “contestant” will put their skills to the test in navigating everyday questions that must be addressed by a tax advisor.

Highlights

• Discussion of capital gain planning
• Transaction analysis and reporting
• Elements of a tax-free reorganization
• Overview of non-federal taxes: state tax implications, estate taxes, gift taxes, generation-skipping taxes, and property taxes

Prerequisites

None

Designed For

CPAs in industry and public accounting who want to gain an understanding of exit planning considerations for their clients

Objectives

• Understand key issues regarding exit planning
• Discuss tax implications of exit planning strategies

Preparation

None

Notice

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