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Advanced Mergers, Acquisitions, & Sales - Tax Staff Essentials

Author/Moderator: Glenn Gines, CPA, MBT
Publisher: AICPA
Availability: Online Access
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Save when you buy the complete Tax Staff Essentials, Level 4 online bundle.

This information will enable you to provide expert tax planning services to clients or to key management within company finance operations. Case studies will show comparative calculations so that you are able to explain the benefits of one option over another in a way that shows both the economic and the tax impact.

Topics Discussed

  • Understanding the transaction tax environment
  • Transaction structure: “The art of the deal”
  • Specialty transaction: ESOP
  • Specialty transaction: The industry “roll-up”

Learning Objectives
When you complete this course you will be able to:

  • Understand what various types of trusts and life insurance may be used in an effective estate plan.
  • Utilize available credits and deduction provisions in the 2010 Tax Relief Act to reduce estate and gift taxes for years before 2013.
  • Minimize estate and gift transfer taxes via planning techniques and opportunities.

Prerequisite: Introduction to Business Acquisitions (TSE.IBA)

Advanced Preparation: None

Tax Section Members Receive Additional Savings! 

When you log into this website with your AICPA member user account, the section/credential discount will be automatically applied during checkout. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or

Find out more information on the Tax Section.

NASBA Field of Study: Taxes
Level: Advanced
Recommended CPE Credit: 8.5
Advanced Mergers, Acquisitions, & Sales - Tax Staff Essentials
CPE On-Demand
Product# 157852
Availability: Online Access 1 Year
For registered users only
AICPA Member:$189.00
Your Price:$239.00
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