Self-Study

Max the Tax: Tax Impacts on Exit Planning

  • Thursday, May 1, 2025 – Thursday, April 30, 2026

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  • 1.00
    CREDITS
    Taxes

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

Additional Information

Designed For

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

Vendor

Surgent

Advanced Preparation

None

Credits

1.00 Taxes

Prerequisite

None

Course Number

2535979

Level of Knowledge

Basic

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