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 course introduces students to federal income tax as it relates to individuals. Areas of concentration include: income inclusion and exclusion and deductions as they are defined utilizing the Internal Revenue Code and related material.
A comprehensive study and application of the Internal Revenue Codes governing individual taxation and income tax returns. In addition to Circular 230 – Practice and Representation before the IRS.
This training program will give you the tools to handle all these IRS representation areas effectively: Audit, Collections, Levy Release, and Appeals.
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.
In only five weeks we teach a practical training-course which provides the skills you need to prepare a professional income tax return. In addition we help you to obtain the IRS license (PTIN).
© 2024 coursetakers.com All Rights Reserved. Terms and Conditions of use | Privacy Policy