The course explores the structure of the code as it pertains to the taxation of individuals, their businesses, partnerships, trusts, and other legal entities.
Tax Planning delves into current tax code concepts, issues, and regulations and the resulting consequences and liabilities to a financial planner's clients. The course explores the structure of the code as it pertains to the taxation of individuals, their businesses, partnerships, trusts, and other legal entities.
The course walks students through personal income tax calculations and the ramifications of taxable transactions. Students work through 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.
The course explores tax management techniques such as excluding income, deferring income, shifting income, and managing or timing income.
Students will develop tax planning strategies to manage tax liability and to accumulate assets while minimizing tax consequences. Taxation is studied as it relates to each of the key areas of financial planning: insurance, investments, retirement planning, employee benefits, and estate planning.
Students will integrate a client's financial goals and objectives into a well developed tax strategy within the context of a comprehensive financial plan.
SMU Continuing and Professional Education (CAPE) has offered noncredit learning experiences for the DFW community and beyond since 1953. SMU CAPE programs provide accessible and meaningful learning experiences in today’s hottest topics.
Choose from more than 14 professional certificates and boot camps in technology, communications, marketing, design, law and finance. Join us for interactive and on-demand short courses to impact your career or inspire creativity.
This is a comprehensive learning program geared to help global finance and accounting professionals navigate the highly complex world of international taxation.
This microcourse provides a comprehensive review of how digital assets are taxed using practical knowledge in an easy to follow and useful framework.
In the tax prep training, students will learn basic instruction of the current IRS laws, while implementing a working knowledge of preparing taxes for individuals.
This comprehensive course is intended for individuals to enter the tax profession and enable them to prepare individual tax returns for the public, including individual taxpayers who operate sole-proprietor businesses.
Do you have goals and aspirations of becoming a tax professional? Tax Academy 101 offers tax classes that will provide you with knowledge and professional guidance every step of the way.
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