Courses

Surgent's Max the Tax: Tax Impacts on Exit Planning

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Member Price: $49.00 Non-Member Price: $64.00

Developer:: SURGENT MCCOY SELF-STUDY CPE, LLC
CPE Credits:: Taxes: 1.00
Fields of Study:: Taxes
Level:: Basic

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.

Objective

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

Prerequisite

None

Advanced Preparation

None