PFP 37150 - Income Tax and Financial Planning

Designed to enable the professional providing personal financial planning services to recognize many of the income tax planning opportunities and dilemmas that may arise. The course covers the fundamentals of individual income taxation and tax law overview, terminology and computations. Discussion and analysis will focus on practical problems involving tax planning implications of home ownership; property transactions; tax advantaged investments; divorce and remarriage; forms of business ownership; accounting methods and periods; life insurance, annuities, and securities; intra-family and charitable transfers; and forms and methods of employment compensation.

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