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
3.3

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.

Fall 2021 Schedule

Date & Time
Details
Format
 
-
Wednesday 6:00PM - 9:00PM PT
Available
See Details
Instructor: Jeffrey C. Goodrich
382805
Fee:
$765.00
Hybridformat icon
Location: Online
ENROLL BY: Sep 22, 2021
See Details
Notes

Visitors not permitted. Internet access required. Materials required.

Refund Deadline
No refunds after October 05, 2021
Course Requirements
Schedule
Type
Date
Time
Location
Lecture
Wed Sep 22, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Sep 29, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Oct 6, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Oct 13, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Oct 20, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Oct 27, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Nov 3, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Nov 10, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Nov 17, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Nov 24, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Dec 1, 2021
6:00PM PT - 9:00PM PT
Online

Contact Us

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

This course applies towards the following certificates & specializations…

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