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1 CPE

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

This is a text-based course

Text
1 CPE

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This is a text-based course. To receive credit, you are required to review all content and achieve a minimum score of 70% on the final exam.

 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.

Learning Objectives

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

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

CPE Credits Available

1 CPE
1
Taxes

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Enrolled Agent - IRS Credit Eligible
  • Tax

Prerequisites

None

Advanced Preparation

None

Intended Audience

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

Provider

Surgent CPE

Purchase This Course

  • COCPA Member

    $ 49 49
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  • COCPA Non-Member

    $ 64 64
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