Tax Planning Fundamentals Training

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

1. Take pre-assessment test
2. Watch chapter video
3. Read textbook chapter
4. Complete chapter exercises
5. Complete chapter problems
6. Take chapter quiz
7. Request instructor support
8. Take post-assessment test

Fee