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
