CPE Self-Study

Advanced Mergers, Acquisitions, & Sales - Tax Staff Essentials

  • $189.00-$239.00
    Advanced Mergers, Acquisitions, & Sales - Tax Staff Essentials Availability : Online Access Product #: 157852
    AICPA Member: $189.00
    Non-Member: $239.00
  • Contact Sales
    Contact a representative for group pricing or on-site training opportunities. 800.634.6780 (Option 1) | Contact Us Product #: GT-TSE.ADVMA

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 service@aicpa.org.

Find out more information on the Tax Section.

System Requirements

About the Authors

Glenn Gines, CPA, MBT

About the Publisher


About the AICPA
The American Institute of CPAs (AICPA) is the world's largest member association representing the accounting profession, with more than 412,000 members in 144 countries, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting. The AICPA sets ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, and offers specialty credentials for CPAs who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. Through a joint venture with the Chartered Institute of Management Accountants, it has established the Chartered Global Management Accountant designation, which sets a new standard for global recognition of management accounting.