Income Tax Planning
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.
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 ConsiderationsSummer 2020 Schedule
Available Format(s):
These courses are fully online and have no regular meeting times.
Enrollment limited; enrollment prior to the first class required.
The University of California Los Angeles offers this program in partnership with Kaplan Professional, the leading provider of financial planning education and exam prep. Kaplan has helped more than 20,000 financial professionals earn their CFP® certification. The Executive Certificate in Financial Planning program is designed for professionals in the financial, insurance, and banking fields, as well as those looking to change careers.
Self-study may not be enough to succeed on the CFP® exam. Our outstanding instructors know the CFP® exam curriculum and how to prepare for the exam, and the live classroom setting provides the structure and focus you need. You will not only learn the material, but also how to apply it on exam day.
* Please view below link for Textbook information
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This course applies towards the following certificates & specializations…
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