Tax Planning Fundamentals

Learn Tax Planning

This course is an individual and business tax planning course for new tax planners.

Overview

The course is a beginning individual and business tax planning course that provides clear and concise explanations of tax planning laws, rules, and regulations. The course covers core individual and business tax planning concepts, processes, and procedures tax planners should comprehend to perform tax planning.

Length

The course is an eighteen-week course (one session per week). However, the course is an online, self-study, self-paced course. Therefore, the length of the course is determined by the time you dedicate to the course and your knowledge and understanding of individual and business tax planning.

Course Access

When you purchase the course, we email course access and instructions to the email you provide. If you don't receive the email, please check your Junk Mail.

If you purchase the course after 5:00 pm MT (4:00 pm PT, 6:00 pm CT, 7:00 pm ET), we email course access and instructions the next business day. We are closed on weekends and major holidays.

The access code provides you access to the course for 6 months beginning from the time you access the course.

Course Agenda, Materials, Steps, and Fee

Agenda

Chapter 1 - Taxes and Taxing Jurisdictions
Chapter 2 - Policy Standards for a Good Tax
Chapter 3 - Taxes as Transaction Costs
Chapter 4 - Maxims of Income Tax Planning
Chapter 5 - Tax Research
Chapter 6 - Taxable Income from Business Operations
Chapter 7 - Property Acquisitions and Cost Recovery Deductions
Chapter 8 - Property Dispositions
Chapter 9 - Nontaxable Exchanges
Chapter 10 - Sole Proprietorships, Partnerships, LLCs, and S Corporations
Chapter 11 - The Corporate Taxpayer
Chapter 12 - The Choice of Business Entity
Chapter 13 - Jurisdictional Issues in Business Taxation
Chapter 14 - The Individual Tax Formula
Chapter 15 - Compensation and Retirement Planning
Chapter 16 - Investment and Personal Financial Planning
Chapter 17 - Tax Consequences of Personal Activities
Chapter 18 - The Tax Compliance Process

Materials

eTextbook (digital)
Pre-assessment test
On-demand video instruction
Quizzes
Exercises
Problems
Instructor support
Post-assessment test
36 CPE credits

Steps

Take pre-assessment test
Watch chapter video
Read textbook chapter
Complete chapter exercises
Complete chapter problems
Take chapter quiz
Request instructor support
Take post-assessment test

Fee