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.

Live Online
Starting at $975.00
As few as 4 weeks

Please note: This accelerated course is restricted to students in the Personal Financial Planning: Accelerated Online certificate program only.

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

Fall 2024 Schedule

Date & Time
Tuesday, Thursday 3:00PM - 6:00PM PT
Future Offering (Opens July 29, 2024 12:00:00 AM)
See Details
Live Onlineformat icon
Location: Remote Classroom

Note: The textbook for this class is as follows: Income Tax Planning - 16th Edition ISBN: - 978-1-946711-23-6

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.

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.




Refund Deadline
No refunds after October 31, 2024
Course Requirements
Course syllabus not yet available.
Tue Oct 29, 2024
3:00PM PT - 6:00PM PT
Remote Classroom
Thu Oct 31, 2024
3:00PM PT - 6:00PM PT
Remote Classroom
Tue Nov 5, 2024
3:00PM PT - 6:00PM PT
Remote Classroom
Thu Nov 7, 2024
3:00PM PT - 6:00PM PT
Remote Classroom
Tue Nov 12, 2024
3:00PM PT - 6:00PM PT
Remote Classroom
Thu Nov 14, 2024
3:00PM PT - 6:00PM PT
Remote Classroom
Tue Nov 19, 2024
3:00PM PT - 6:00PM PT
Remote Classroom
Thu Nov 21, 2024
3:00PM PT - 6:00PM PT
Remote Classroom

Contact Us

Speak to a program representative. Hours: Mon-Fri, 8am-5pm.

This course applies towards the following certificates & specializations…

Ready to start
your future?
By signing up, you agree to UCLA Extension’s Privacy Policy.

vector icon of building

Corporate Education

Learn how we can help your organization meet its professional development goals and corporate training needs.

Learn More

vector icon of building

Donate to UCLA Extension

Support our many efforts to reach communities in need.

Innovation Programs

Student Scholarships

Coding Boot Camp

Lifelong Learning