Tax Planning school training courses in Charlotte, NC (public, in-house or online)

This course examines the federal income tax system with particular reference to the taxation of individuals. It covers topics such as items of gross income, exclusions from gross incomes, deductions, tax credits, capital gains and losses, taxation of life insurance and annuities, income taxation of partners, partnerships, corporations and shareholders

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 ...

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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.