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Surgent's Max the Tax: Tax Impacts on Exit Planning (Z1-MT11-2024-01-SSDL)

50 Minutes
On demand - Audio

On Demand - Audio

1 CPE Credits in TX

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.

DESIGNED FOR

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

BENEFITS

  • 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

COURSE LEVEL

Basic

PREREQUISITES

None

PRICING

$49.00 - Member

$69.00 - Nonmember

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

COURSE DEVELOPER

Surgent

ALSO QUALIFIES FOR