Accounting & Analytics · Taxation

PersonalTax: Personal Tax Planning for Executives & Entrepreneurs

Optimize the tax position of a fictional executive with complex multi-jurisdiction compensation including salary, bonuses, stock options, RSUs, carried interest, rental income, and angel investment gains. Learn that the difference between good and bad tax planning can be 15-25% of total compensation.

8 rounds Executive English, Español
All simulations Get started
Preview

Who it is for

An advanced simulation for participants used to working with the main frameworks and trade-offs of the subject, designed for executive education and experienced professionals.

How a session runs

  1. The instructor creates a session from the Eureka dashboard and invites the participants.
  2. Participants play 8 rounds. In each one they submit their decisions and the simulation calculates the results.
  3. The simulation can be run in English, Español.
  4. The instructor follows each participant's progress and results from the dashboard, and uses the class results for the debrief.

Decisions participants make

The decisions participants make during the simulation:

  • Stock Options to Exercise
  • RSU Sale Strategy
  • Gain Realization Jurisdiction
  • Pension Contribution (€)
  • Charitable Donations (€)
  • Bonus Deferral Strategy

What participants track

What participants follow on screen as the rounds go by:

  • Executive Profile
  • Tax Planning Decisions
  • Tax Breakdown
  • Tax Year History

Subjects covered

Designed for courses in Taxation.

  • Personal Tax (for Executives/Entrepreneurs)

  • Impuesto de Industria y Comercio (ICA)

    Simulation to practice municipal ICA tax compliance across multiple Colombian cities, covering rate calculation, exemption documentation, branch…

    Executive · 4 rounds

  • El Régimen Simplificado

    Simulation exploring SME growth decisions under different tax regimes in Honduras, where crossing a revenue threshold transforms the tax obligation…

    Executive · 4 rounds

  • Política Fiscal Colombiana

    Simulación ejecutiva donde el comité C-level de Minerales Andina S.A. enfrenta la reforma tributaria 2025, la regla fiscal, la propuesta de regalías…

    Executive · 4 rounds

See all Accounting & Analytics simulations →

Ready to use PersonalTax: Personal Tax Planning for Executives & Entrepreneurs with your students?

Contact us and we'll set you up with a free trial session.

Contact us