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

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.

Prerequisites

None

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