Surgent's Max the Tax: Tax Impacts on Exit Planning
May 1st, 2025 - April 30th, 2026 @ -
| Member Price | $49 |
| Non-Member Price | $79 |
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Credits
1Description
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
Major Subjects
- 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