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Max the Tax: Tax Impacts on Exit Planning (MT11)

  • Format Self-Study Download
  • Credits 1.00
  • Level Basic
  • Field of Study Taxes (1)

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.



Major Topics:

  • 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

Learning Objectives:

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

Who should take this course:

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

None

None

Yes

No

No

QAS Approval Surgent
IRS Approval Surgent
CFP Approval Surgent
CTEC Approval Surgent
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