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
Classroom
Starting at $765.00
11 weeks
4.0 Credits

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.
Suggested Prerequisites

It is advisable that you complete the following (or equivalent) since they are prerequisites for Income Taxation in Personal Financial Planning.

X 430.31 Survey of Personal Financial Planning, X 430.391 Financial Analysis in Personal Financial Planning, and X 427.08 Fundamentals of Tax Preparation, or X 127 Federal Income Taxation, or consent of instructor.

Fall 2018 Schedule

These courses meet in person and make use of an online presence to varying degrees.

Available
-
Thursday 6:30PM - 9:30PM
Location: UCLA
Instructor: Stephen Minihan
363695
Fee:
$765.00
38 days left. Enroll by Sep 27, 2018
See Details
Notes

Visitors not permitted. Internet access required. Materials required.

Refund Deadline
No refunds after October 11, 2018
Course Requirements
Schedule
Type
Date
Time
Location
Lecture
Thu Sep 27, 2018
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Thu Oct 4, 2018
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Thu Oct 11, 2018
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Thu Oct 18, 2018
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Thu Oct 25, 2018
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Thu Nov 1, 2018
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Thu Nov 8, 2018
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Thu Nov 15, 2018
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Thu Nov 22, 2018
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Thu Nov 29, 2018
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Thu Dec 6, 2018
6:30PM - 9:30PM
UCLA
Dodd Hall 154

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