Income Tax Planning
Income Tax Planning
MGMT X 430.513
This course emphasizes problem-solving methodology that includes case studies on the fundamentals of individual income taxation and the tax consequences for various forms of business.
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Please note: This accelerated course is restricted to students in the Personal Financial Planning: Accelerated Online certificate program only.
What you can learn.
What you can learn.
Learn a client-centered problem-solving methodology that includes basic income tax concepts and terminology, and tax calculations
Understand tax consequences for tax-advantaged investments, employee compensation issues, for property acquisitions, securities, and special tax considerations
About This Course
This course emphasizes the fundamentals of individual income taxation, the tax implications of various types of businesses, tax-advantaged investments, employee compensation issues and planning, alternative minimum tax, tax traps, and more. The in-depth curriculum, which includes the use of textbooks and study guides, provides a client-centered, problem-solving methodology that includes case studies, homework assignments, application projects, and group study. The major topics covered are: -+ Income Tax Concepts, Basic Terminology & Tax Calculations -+ Tax Accounting & Forms of Business -+ Income Tax Aspects of Property Acquisitions & Introduction to Property Dispositions -+ Income Tax Aspects of the Disposition of Property -+ Passive Activity Losses & Related Topics -+ Income Tax Aspects of Securities, and Tax Planning for the Family -+ Tax Law Research & Special Income Tax Considerations
This course applies toward the following programs
Personal Financial Planning: Accelerated Online
certificate
certificate
This cohort-based, 100% remote program is designed to prepare experienced financial professionals for CFP® certification.
This cohort-based, 100% remote program is designed to prepare experienced financial professionals for CFP® certification.