Tax Planning

by SMU Continuing and Professional Education Claim Listing

The course explores the structure of the code as it pertains to the taxation of individuals, their businesses, partnerships, trusts, and other legal entities.

$775

Contact the Institutes

Fill this form

Advertisement

SMU Continuing and Professional Education Logo

img Duration

11 Weeks

Course Details

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.

  • Dallas Branch

    5539 SMU Boulevard, Dallas

Check out more Taxes courses in USA

TXCPA Austin Logo

Tax Incentives Boot Camp And Legislative Updates

Learn how you can put money back into a business through specialty tax incentives such as the R&D Tax Credit, Employee Retention Tax Credit, 45L Tax Credit, 179D Deduction, and Cost Segregation.

by TXCPA Austin [Claim Listing ]
Kingdom Financial Academy Logo

Fiscal Literacy

Nearly all citizens are subject to various forms of taxation by their governments. Taxes represent a sizable component of most people’s budgets, but often are overlooked because they usually are deducted automatically.

by Kingdom Financial Academy [Claim Listing ]
AZ Training Center Logo

Tax Preparation Course

Become a Tax Professional and be ready to work during the next Tax season. This course is designed for new preparers or preparers who need to refresh their knowledge in Tax Law.

by AZ Training Center [Claim Listing ]
Global Tax Service Logo

Tax

Our services include: individual and small business tax preparation services, bookkeeping services for start-ups and small businesses, and a variety of business consultation services.

by Global Tax Service [Claim Listing ]
Hunter College Logo

Introduction to Individual Taxation

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.

by Hunter College [Claim Listing ]

© 2024 coursetakers.com All Rights Reserved. Terms and Conditions of use | Privacy Policy