Tax Planning school training courses in Albuquerque, NM (public, in-house or online)

This course presents estate planning and the taxation of estates for the purposes of financial planning. Topics covered by this course include the tax implications of gifts and bequests, federal estate tax, and revocable and irrevocable trusts, to include bypass and marital deduction trusts.

Because taxes affect virtually every financial decision, having timely knowledge of tax laws and issues greatly enhances your effectiveness as a financial professional and broadens your opportunities to do business. This third course emphasizes the fundamentals of individual income taxation, the tax implications of various types of businesses, tax-advantaged investments, employee compensation issues and planning, alternative minimum tax, tax traps, and more. Study topics include:

Income ...

Full archival course description>>

This course provides an introduction to taxes, primarily federal income tax. Tax planning is very important since the biggest expenditure you make in your lifetime is the money you pay in taxes. On completion of this course, you will be familiar with several legal strategies that can be used to reduce federal income taxes.

Objectives:
This course provides an introduction to taxes, primarily federal income tax. Tax planning is very important since the biggest expenditure you make in yo...

Full archival course description>>

Covers topics #44 - #58 of CFP Board’s Job Knowledge Requirements.

Tax planning as an integral part of achieving an individual’s financial goals will be emphasized. Specific knowledge of tax calculation, accounting, and impact of business structures will be stressed.

Focuses on individual income taxation as it is affected by various factors, including different forms of business, intra-family asset transfers, tax advantaged investments, charitable contributions, and tax planning alternatives. Case analysis is used to gain skill in evaluating a client¡¯s current tax situation and making recommendations to minimize taxes.