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.

READ MORE ABOUT THIS COURSE
Fall
Winter
Spring
Summer
Remote Instruction
Starting at $765.00
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.

Summer 2020 Schedule

Available Format(s):

These courses have regular meeting times and are fully online, via remote instruction. Click “See Details” below for more information.

Enrollment Closed
-
Tuesday 6:30PM PDT - 9:30PM PDT
Location: Online
Instructor: Jeffrey C. Goodrich
374749
Fee:
$765.00
See Details
Notes

Visitors not permitted. Internet access required. Materials required.

Refund Deadline
No refunds after July 06, 2020
Course Requirements
Schedule
Type
Date
Time
Location
Lecture
Tue Jun 23, 2020
6:30PM PDT - 9:30PM PDT
Online
Lecture
Tue Jun 30, 2020
6:30PM PDT - 9:30PM PDT
Online
Lecture
Tue Jul 7, 2020
6:30PM PDT - 9:30PM PDT
Online
Lecture
Tue Jul 14, 2020
6:30PM PDT - 9:30PM PDT
Online
Lecture
Tue Jul 21, 2020
6:30PM PDT - 9:30PM PDT
Online
Lecture
Tue Jul 28, 2020
6:30PM PDT - 9:30PM PDT
Online
Lecture
Tue Aug 4, 2020
6:30PM PDT - 9:30PM PDT
Online
Lecture
Tue Aug 11, 2020
6:30PM PDT - 9:30PM PDT
Online
Lecture
Tue Aug 18, 2020
6:30PM PDT - 9:30PM PDT
Online
Lecture
Tue Aug 25, 2020
6:30PM PDT - 9:30PM PDT
Online
Lecture
Tue Sep 1, 2020
6:30PM PDT - 9:30PM PDT
Online

Contact Us

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