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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.
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
The UCLA Extension Accelerated Personal Financial Planning Program is a cohort based program enrollment is limited to those who have successfully completed the previous courses in the program.
Enrollment limited; enrollment prior to the first class required.
Refund Deadline
No refunds after October 26, 2025
Course Requirements
Income Tax Planning (18th edition)
by Dalton
Money Education
ISBN 9781957511146
Course syllabus not yet available.
Schedule
Type
Date
Time
Location
Lecture
Tue Oct 21, 2025
3:00PM PT - 6:00PM PT
Remote Classroom
Lecture
Thu Oct 23, 2025
3:00PM PT - 6:00PM PT
Remote Classroom
Lecture
Tue Oct 28, 2025
3:00PM PT - 6:00PM PT
Remote Classroom
Lecture
Thu Oct 30, 2025
3:00PM PT - 6:00PM PT
Remote Classroom
Lecture
Tue Nov 4, 2025
3:00PM PT - 6:00PM PT
Remote Classroom
Lecture
Thu Nov 6, 2025
3:00PM PT - 6:00PM PT
Remote Classroom
Lecture
Tue Nov 11, 2025
3:00PM PT - 6:00PM PT
Remote Classroom
Lecture
Thu Nov 13, 2025
3:00PM PT - 6:00PM PT
Remote Classroom
Lecture
Tue Nov 18, 2025
3:00PM PT - 6:00PM PT
Remote Classroom
This course applies towards the following certificates & specializations…
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