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.

Objectives

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

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

Designed For

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

Prerequisites

None

Preparation

None

Notice

This self-study product is a course manual download with a test.

You will receive an email with instructions to access this course.