Tax Planning

by The Center For Professional Education at UT Austin Claim Listing

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.

$775

Contact the Institutes

Fill this form

Advertisement

The Center For Professional Education at UT Austin Logo

img Duration

Please Enquire

Course Details

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: 

  • Anyone considering a career in financial planning or seeking board certification
  • Accountants, investment advisors and brokers
  • Attorneys, bankers and insurance agents
  • Retirement plan and employee benefits specialists

 

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
  • Austin Branch

    UTA Building, Suite 2.408 1616 Guadalupe Street, Austin

Check out more Taxes courses in USA

Web Tax Logo

WebTax Computer Course

Once you have completed our manual course you will be invited to enroll in our computer tax course. Now that you understand the nuts and bolts of tax preparation web tax feels it's a must that you learn to prepare tax returns with computer software.

by Web Tax [Claim Listing ]
UCLA Extension Logo

Federal Income Taxation

This course explores individual income taxation issues, including tax determination; personal and dependents exemptions; concepts and inclusions of gross income; general deductions and losses; deduction of certain business expenses and losses.

by UCLA Extension [Claim Listing ]
Taxlien Bootcamp Logo

Ultimate Tax Lien Bootcamp

You’ll have a choice to take the Ultimate Tax Lien Bootcamp in 2 days with our FasTrack Tax Lien Bootcamp or in 4 days with the most requested boot camp we have, the 4 Day Tax Lien Bootcamp.

by Taxlien Bootcamp [Claim Listing ]
Mike Russ Financial Training Centers Logo

Tax Course

This course contains 16 Chapters; after each chapter, the student will complete online review questions and a Practice Tax Return (PTR). PTR’s are based on the course content that has been covered so far and will have its own set of review questions.

by Mike Russ Financial Training Centers [Claim Listing ]
New York Institute of English and Business Logo

Income Tax Procedures

Income Tax Procedures course is offered by New York Institute of English and Business. Our goal is to provide student-centered curriculum and instruction to enhance job skills for positions in computer-oriented business environment, in accounting and in medical office administration.

by New York Institute of English and Business [Claim Listing ]

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