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)
Starting at $795.00
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.

Winter 2023 Schedule

Date & Time
Details
Format
 
-
Tuesday 6:30PM - 8:30PM PT
Available
See Details
389971
Fee:
$795.00
Hybrid (Remote)format icon
Location: Remote Classroom
ENROLL BY: Jan 10, 2023
See Details
Notes

Internet Required. Materials Required.

Refund Deadline
No refunds after January 23, 2023
Course Requirements
Schedule
Type
Date
Time
Location
Lecture
Tue Jan 10, 2023
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Tue Jan 17, 2023
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Tue Jan 24, 2023
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Tue Jan 31, 2023
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Tue Feb 7, 2023
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Tue Feb 14, 2023
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Tue Feb 21, 2023
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Tue Feb 28, 2023
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Tue Mar 7, 2023
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Tue Mar 14, 2023
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Tue Mar 21, 2023
6:30PM PT - 8:30PM PT
Remote Classroom

Contact Us

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

This course applies towards the following certificates & specializations…

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