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.
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.
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.
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.
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.
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.
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