Income Taxation in Personal Financial Planning
This course examines the issues and determination of tax liability for numerous events and activities as they relate to a financial plan.
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:
It is advisable that you complete the following (or equivalent) since they are prerequisites for Income Taxation in Personal Financial Planning.
Fall 2018 Schedule
These courses meet in person and make use of an online presence to varying degrees.
Visitors not permitted. Internet access required. Materials required.