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
Hybrid (Remote)
In-Person
Starting at $855.00
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.

Spring 2024 Schedule

Date & Time
Details
Format
 
-
Wednesday 6:00PM - 8:00PM PT
Available
See Details
Instructor: Mark Cecchini
396817
Fee:
$855.00
Hybrid (Remote)format icon
Location: Remote Classroom
ENROLL BY: Apr 3, 2024
See Details
Notes

Visitors not permitted. Internet access required. Materials required.

Refund Deadline
No refunds after April 16, 2024
Course Requirements
Course syllabus not yet available.
Schedule
Type
Date
Time
Location
Lecture
Wed Apr 3, 2024
6:00PM PT - 8:00PM PT
Remote Classroom
Lecture
Wed Apr 10, 2024
6:00PM PT - 8:00PM PT
Remote Classroom
Lecture
Wed Apr 17, 2024
6:00PM PT - 8:00PM PT
Remote Classroom
Lecture
Wed Apr 24, 2024
6:00PM PT - 8:00PM PT
Remote Classroom
Lecture
Wed May 1, 2024
6:00PM PT - 8:00PM PT
Remote Classroom
Lecture
Wed May 8, 2024
6:00PM PT - 8:00PM PT
Remote Classroom
Lecture
Wed May 15, 2024
6:00PM PT - 8:00PM PT
Remote Classroom
Lecture
Wed May 22, 2024
6:00PM PT - 8:00PM PT
Remote Classroom
Lecture
Wed May 29, 2024
6:00PM PT - 8:00PM PT
Remote Classroom
Lecture
Wed Jun 5, 2024
6:00PM PT - 8:00PM PT
Remote Classroom
Lecture
Wed Jun 12, 2024
6:00PM PT - 8:00PM PT
Remote Classroom

Summer 2024 Schedule

Date & Time
Details
Format
 
-
Tuesday 6:30PM - 9:30PM PT
Future Offering (Opens April 29, 2024 12:00:00 AM)
See Details
Instructor: Jeffrey C. Goodrich
398201
Fee:
$855.00
In-Personformat icon
Location: UCLA
Notes

Visitors not permitted. Internet access required. Materials required.

Refund Deadline
No refunds after July 08, 2024
Course Requirements
Course syllabus not yet available.
Schedule
Type
Date
Time
Location
Lecture
Tue Jun 25, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Tue Jul 2, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Tue Jul 9, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Tue Jul 16, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Tue Jul 23, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Tue Jul 30, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Tue Aug 6, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Tue Aug 13, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Tue Aug 20, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Tue Aug 27, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Tue Sep 3, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170

Contact Us

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

This course applies towards the following certificates & specializations…

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