Visitors not permitted. Internet access required. Materials required.
Income Taxation in Personal Financial Planning
MGMT X 430.33
This course examines the issues and determination of tax liability for numerous events and activities as they relate to a financial plan.
Fall
Winter
Spring
Summer
Live Online
In Person
Starting at $855.00
As few as 11 weeks
4.0
What you can learn.
- Gain the information and tools of income taxation to make financial planning decisions
- Understand tax issues and concepts as they relate to insurance, investments, and benefit planning
- Learn about the impacts of intra-family transactions
- Demonstrate an understanding of planning techniques such as excluding income, deferring income, shifting income, and managing or timing of income
About this course:
This course examines the issues and determination of tax liability for numerous events and activities as they relate to the financial plan. Students are given the necessary information and tools of income taxation to make financial planning decisions within the context of either personal or client financial goals and objectives. Topics include tax issues and concepts in relation to insurance, investments, benefit planning, intrafamily transactions and business operations. Students are taught and asked to demonstrate an understanding of the following planning techniques: excluding income, deferring income, shifting income, and managing or timing income.
Prerequisites
MGMT X 430.31 Survey of Personal Financial Planning, MGMT X 430.391 Financial Analysis in Personal Financial Planning and MGMT X 427.08 Fundamentals of Tax Preparation; or MGMT X 127 Federal Income Taxation; or consent of instructor.
Fall 2024 Schedule
Date & Time
Details
Format
Instructor:
Mark Cecchini
399628
Fee:
$855.00
Live Online
Location:
Remote Classroom
Notes
Refund Deadline
No refunds after October 09, 2024
Course Requirements
Book:
Income Tax Planning (17th Edition)
by Dalton
Money Education
ISBN 9781957511146
Schedule
Type
Date
Time
Location
Lecture
Thu Sep 26, 2024
6:00PM PT - 8:00PM PT
Remote Classroom
Lecture
Thu Oct 3, 2024
6:00PM PT - 8:00PM PT
Remote Classroom
Lecture
Thu Oct 10, 2024
6:00PM PT - 8:00PM PT
Remote Classroom
Lecture
Thu Oct 17, 2024
6:00PM PT - 8:00PM PT
Remote Classroom
Lecture
Thu Oct 24, 2024
6:00PM PT - 8:00PM PT
Remote Classroom
Lecture
Thu Oct 31, 2024
6:00PM PT - 8:00PM PT
Remote Classroom
Lecture
Thu Nov 7, 2024
6:00PM PT - 8:00PM PT
Remote Classroom
Lecture
Thu Nov 14, 2024
6:00PM PT - 8:00PM PT
Remote Classroom
Lecture
Thu Nov 21, 2024
6:00PM PT - 8:00PM PT
Remote Classroom
Lecture
Thu Dec 5, 2024
6:00PM PT - 8:00PM PT
Remote Classroom
Lecture
Thu Dec 12, 2024
6:00PM PT - 8:00PM PT
Remote Classroom
Winter 2025 Schedule
Date & Time
Details
Format
400950
Fee:
$855.00
In Person
Location:
UCLA
Notes
Visitors not permitted. Internet access required. Materials required.
Refund Deadline
No refunds after January 20, 2025
Course Requirements
Course syllabus not yet available.
Schedule
Type
Date
Time
Location
Lecture
Tue Jan 7, 2025
6:30PM PT - 9:30PM PT
UCLADodd Hall 146
Lecture
Tue Jan 14, 2025
6:30PM PT - 9:30PM PT
UCLADodd Hall 146
Lecture
Tue Jan 21, 2025
6:30PM PT - 9:30PM PT
UCLADodd Hall 146
Lecture
Tue Jan 28, 2025
6:30PM PT - 9:30PM PT
UCLADodd Hall 146
Lecture
Tue Feb 4, 2025
6:30PM PT - 9:30PM PT
UCLADodd Hall 146
Lecture
Tue Feb 11, 2025
6:30PM PT - 9:30PM PT
UCLADodd Hall 146
Lecture
Tue Feb 18, 2025
6:30PM PT - 9:30PM PT
UCLADodd Hall 146
Lecture
Tue Feb 25, 2025
6:30PM PT - 9:30PM PT
UCLADodd Hall 146
Lecture
Tue Mar 4, 2025
6:30PM PT - 9:30PM PT
UCLADodd Hall 146
Lecture
Tue Mar 11, 2025
6:30PM PT - 9:30PM PT
UCLADodd Hall 146
Lecture
Tue Mar 18, 2025
6:30PM PT - 9:30PM PT
UCLADodd Hall 146
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