Surgent’s A Complete Tax Guide to Exit Planning
Description
When exit planning, it is important to weigh various issues, including tax implications, to achieve an effective management and/or ownership change. Many envision tax-free reorganizations being the most preferable structure to avoid capital gains tax, but the opportunities come at a cost to the seller. This course will provide a well-rounded discussion of the various strategies to consider when advising on exiting a business.
Objective
Understand key issues regarding exit planning Discuss tax implications of exit planning strategies Compare exit planning between entity types (C corporations, S corporations, partnerships, etc.)
Advanced Preparation
None
Required Knowledge
Basic knowledge of tax issues and entity structures
Who Should Attend
CPAs in industry and public accounting who want to gain an understanding of exit planning considerations for their clients
Credit Types
- CPE – Taxes
- Enrolled Agent
Registration Fees
| Registration | Type | Price |
|---|---|---|
| WRS26726: Registration – Member | Mem | $105 |
| WRS26726: Registration – Non-Member | NM | $230 |
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.