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
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 2021 Schedule

Available Format(s):

Hybrid courses are taught online and feature a blend of regularly scheduled class meetings held in real-time via Zoom and additional course content that can be accessed any time through an online learning platform.

Available
-
Wednesday 6:00PM PT - 8:00PM PT
Location: Online
Instructor: Mark Cecchini
381356
Fee:
$765.00
9 days left. Enroll by Jun 23, 2021
See Details
Notes

Visitors not permitted. Internet access required. Materials required.

Refund Deadline
No refunds after July 06, 2021
Course Requirements
Schedule
Type
Date
Time
Location
Lecture
Wed Jun 23, 2021
6:00PM PT - 8:00PM PT
Online
Lecture
Wed Jun 30, 2021
6:00PM PT - 8:00PM PT
Online
Lecture
Wed Jul 7, 2021
6:00PM PT - 8:00PM PT
Online
Lecture
Wed Jul 14, 2021
6:00PM PT - 8:00PM PT
Online
Lecture
Wed Jul 21, 2021
6:00PM PT - 8:00PM PT
Online
Lecture
Wed Jul 28, 2021
6:00PM PT - 8:00PM PT
Online
Lecture
Wed Aug 4, 2021
6:00PM PT - 8:00PM PT
Online
Lecture
Wed Aug 11, 2021
6:00PM PT - 8:00PM PT
Online
Lecture
Wed Aug 18, 2021
6:00PM PT - 8:00PM PT
Online
Lecture
Wed Aug 25, 2021
6:00PM PT - 8:00PM PT
Online
Lecture
Wed Sep 1, 2021
6:00PM PT - 8:00PM PT
Online

Contact Us

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