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Income Tax Planning - CFP Module III

 

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Overview

Because taxes affect virtually every financial decision, having timely knowledge of tax laws and issues greatly enhances your effectiveness as a financial professional, and broadens your opportunities to do business. This course emphasizes the fundamentals of individual income taxation, the tax implications of various types of businesses, tax-advantaged investments, employee compensation issues and planning, alternative minimum tax, tax traps, and more.

Topics

  1. Income Tax Concepts, Basic terminology & Tax Calculations
  2. Tax Accounting & Forms of Business
  3. Income Tax Aspects of Property Acquisitions & Introduction to Property Dispositions
  4. Income Tax Aspects of the Disposition of Property
  5. Passive Activity Losses & Related Topics
  6. Income Tax Aspects of Securities
  7. Tax Planning for the Family
  8. Tax Law Research & Special Income Tax Considerations

Please visit the College for Financial Planning website at www.cfp.net for more information on becoming certified.

Duration: 10 Weeks, 1 evening per week

Tuition Included
$1,195 Instruction, College for Financial Planning course materials and testing fees for the College for Financial Planning's electronic competency examination

Location: UMBC Training Centers, South Campus, 1442 S. Rolling Road, Baltimore, MD 21227

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