Tax Planning


This course delves into current tax code concepts, issues and regulations and the resulting consequences and liabilities to a financial planner's clients. You will develop tax planning strategies to manage tax liability and to accumulate assets while minimizing tax consequences. Learn taxation as it relates to each of the key areas of financial planning: insurance, investments, retirement planning, employee benefits and estate planning. You will integrate a client's financial goals and objectives into a well-developed tax strategy within the context of a comprehensive financial plan.

Who Should Enroll: 
  • Financial planners seeking board certification
  • Accountants, investment advisors and brokers
  • Insurance agents
  • Retirement plan and employee benefits specialists
  • Attorneys
  • Bankers
  • Anyone considering financial planning as a career
Learning Outcomes: 
  • How to examine the structure of the tax code as it pertains to the taxation of individuals, their businesses, partnerships, trusts, and other legal entities
  • How to conduct personal income tax calculations and the ramifications of taxable transactions
  • How to analyze practical scenarios including calculating taxable income, exclusions and deductions, depreciation and amortization schedules, the alternative minimum tax, and real estate and business sales and exchanges
  • Investigates tax management techniques such as excluding income, deferring income, shifting income, and managing or timing income

Completion of an undergraduate degree in any field.

Continuing Education Hours: 
Certified Financial Planner Board of Standards 3.6 CE
Applies Towards Certificates:
Textbook Information: 

All courses in the Certified Financial Planning program are based on the most recent textbook edition available from the publisher.  Contact our office if you have any questions regarding book editions or ordering.

Required: (Books are required on the first day of class)

Tax Planning, Money Education