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Surgent Interactive - Max the Tax

Max the Tax is the first series of courses within Surgent Interactive. In these courses, learners are tasked with interviewing various taxpayers and making adjustments to their tax returns based on their answers, and their knowledge of tax laws. In each game, learners score points based on the quality of their interview and the accuracy of the adjustments made. 

How does Max the Tax work?


In our Max the Tax courses, learners are tasked with interviewing various taxpayers and adjusting their tax returns based on their answers and knowledge of tax laws. In each game, learners score points based on the quality of their interview and the accuracy of the adjustments they make.

Each course features real-world scenarios in a gamified, interactive simulation and enables learners to:

• Investigate and review – Learners examine resources, make observations and accumulate information about the taxpayer.
• Interview and verify – Learners meet with their taxpayer to validate claims and uncover new information that may drive results and future actions.
• Apply skills – Learners use information they gathered and verified to fulfill tasks – from completing tax forms to performing inventory observations before submitting their work.
• Assess – Upon completion of the game, learners take a final examination to earn CPE credit based on their knowledge of the topics and skills addressed in each game.

 


Max the Tax: Common 1040 Items (MTT1)

You are an IRS tax agent tasked with analyzing a joint tax return with multiple flagged items. In this 1-credit game, you'll make necessary changes in real time based on interview responses from the taxpayers. Your challenge is to ensure Fred and Anna's tax return is accurate and complete based on the latest tax legislation.

Major Topics:

  • Cryptocurrency taxation
  • The CARES Act Economic Impact Payment and Recovery Rebate Credit
  • The ARPA unemployment compensation exclusion
  • The Child Tax Credit

 

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Max the Tax MTT1 - Surgent Interactive

Included in Unlimited Plus Package

Max the Tax: Common Deductions (MTT2)

You are tasked with interviewing a taxpayer who is up to speed about the latest changes in tax laws and reform. He comes prepared with his own ideas of what deductions to take. You determine if his claims are accurate and consistent with the latest tax reform in this 1-credit immersive course.

Major Topics:

  • Home office deduction
  • Alimony payments
  • Charitable contributions
  • State and local income tax (SALT) deductions

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Max the Tax - Surgent Interactive MTT2

Not included in Unlimited Packages

Max the Tax: Schedule C (MTT3)

In this scavenger hunt game, you’re a tax associate. It’s the busy time of year, and you arrive at work to find an assignment in your inbox from your manager. She needs help finishing a tax return. You’re asked to jump in and help complete the Schedule C.

Major Topics:

  • Tips and tricks to prepare the Schedule C
  • Income and expenses
  • Tax invoice preparation
  • Legal, education, entertainment invoices

 

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Max the Tax MTT3 - Surgent Interactive

Included in Unlimited Plus Package

Max the Tax: Schedule E (MTT4)

You just received an email from Roni, a prospective new client. He owns several properties under the business name Roni's Real Rentals LLC and wants help minimizing rental income and maximizing deductions that offset the rental income. You will interview Roni and visit his two properties to gain a better understanding of his situation. Advise Roni by providing him good and relevant ideas, and he will ask you to be his new tax accountant.

Major Topics:

  • Tips and tricks to prepare the Schedule E
  • Maximizing deductions
  • Client interviews
  • Income and rental properties

 

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MTT4 - Max the Tax Schedule E

Not included in Unlimited Packages

Max the Tax: Crypto Craze (MTT5)

Participants must use their expertise to assist a new client who just received Letter 6173 from the IRS. The client didn’t share any crypto-related transactions or events with the tax accountant who filed the original return. It's up to the participants to meet with the client and uncover details of the activities so an accurate, amended tax return can be completed. They must carefully ask questions to get all the relevant information, determine the proper changes to taxable income, and submit the documentation correctly to avoid an IRS response and losing the new client.

Major Topics:

  • Introduction to cryptocurrency and key terms
  • Chronology of cryptocurrency
  • Virtual currency taxation
  • Information on any updated guidance

 

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Max the Tax: Crypto Craze (MTT5)

Not included in Unlimited Packages

Max the Tax: Section 754 (MTT6)

Two firms need expert help with Section 754, and game participants are just the right people to assist. First, partners at LMN, LLP are considering electing Section 754. They need to understand key aspects of the process and want to ensure the best outcome to their basis in partnership property and interest. Participants must then leverage their knowledge and calculate the adjusted basis balance sheet for another firm that already elected Section 754.

Major Topics:

  • How and why a partnership makes a 754 election
  • The effect of the 754 election when an interest in a partnership is sold or inherited
  • How the 754 election applies when a partnership makes a distribution of property to one or more of its partners
  • How to make the 754 basis adjustment

 

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Max the Tax- Section 754 (MTT6)

Not included in Unlimited Packages

Max the Tax: Metaverse (MTT7)

Your client, Multi-Mega Markets Corporation (MMM), a global conglomerate with businesses in entertainment, fashion, retail, software, technology and other industries, is looking for advice on the state of the metaverse. They are considering starting a new subsidiary in the metaverse called The MegaVerse (TMV). Your help is needed to share accurate information about the metaverse, choose the most appropriate MMM subsidiaries to be associated with the metaverse, and make decisions regarding interoperability.

Major Topics:

  • Why accounting and other professionals should use the metaverse
  • Where accountants and other professionals can find their space in the metaverse
  • How the metaverse is changing the way we work

 

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Max the Tax- Metaverse (MTT7)

Not included in Unlimited Packages

Max the Tax: Equity Compensation (MTT8)

Liam, a public relations executive, needs expert advice regarding equity compensation options he has received. Liam researched key topics but needs the participant's help to validate his findings. Then, participants will review various equity compensation scenarios and advise on the most appropriate tax planning strategies available (e.g., §83(b) election, etc.).

Major Topics:

  • Stock grants, including Restricted Stock Awards (RSAs), Restricted Stock Units (RSUs), and Performance Share Units (PSUs)
  • Stock options and rights, including Incentive Stock Options (ISOs), Non-Qualified Stock Options (NQSOs), Stock Appreciation Rights (SARs), and phantom awards
  • Employee Stock Purchase Plans (ESPPs)
  • Equity awards and partnerships / S corporations (ESPPs)

 

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max-the-tax-equity-compensation-mtt8

Not included in Unlimited Packages

Max the Tax: Entity Selection (MTT9)​

A client is starting a new business and needs advice on whether to choose an S or C corporation. She is seeking support to determine the most advantageous entity from a tax-efficiency perspective. Participants will first ask relevant questions about the client's plans and then advise her on entity selection based on their expertise.

Major Topics:

  • Choice of entity decisions​
  • Client consultation questions regarding entity selection

 

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Not included in Unlimited Packages

Max the Tax: Crowdfunding (MT10)​

Your client, Aida, wants to share an amazing new product and service with the world but she needs funding. The product, a sensory jacket, syncs with virtual reality (VR) apps so people can use more of their senses in VR experiences. Ask relevant questions to create an effective fundraising campaign for the product.

Major Topics:

  • How crowdfunding works​
  • The different types of crowdfunding programs​
  • Strategies for building a crowdfunding campaign​

 

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Not included in Unlimited Packages

 

Earn credit while enjoying an immersive and fun CPE in a gamified format.

 

Surgent CPE

 

Check out our entire Surgent Interactive catalog:

Surging Auditors

Surging Auditors is the second series of courses within Surgent Interactive. Learners/players encounter real-world situations that require their knowledge of inventory procedures, professional skepticism, and making ethical decisions to accurately audit companies. In each game, points are scored by asking relevant questions, identifying errors, and asserting proper follow-up procedures for the situations. Earn CPE credits in a fun, immersive way.

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New! Topics include new client acquisition, personal business contacts, coaching employees on how to work with clients, time management, and working from home. In each game, points are scored by asking relevant questions, identifying errors, and asserting proper follow-up procedures for the situations. Earn CPE credits in a fun, immersive way.

Learn More

Interested in exploring Surgent Interactive options for your firm? Contact our Firm Solutions Team today at 484-588-4197 or salesinfo@surgent.com to gain access for your firm. 
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