Surgent's Max the Tax: Tax Impacts on Exit Planning (1 hour)

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.

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

Prerequisites

None

Designed For

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

Objectives

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

Notice

“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!