Welcome to our newly redesigned website—fresh look, improved experience, and easier access to what matters most. Explore and enjoy!

FP 4: Income Tax Planning

This course is designed to provide students with an introduction to individual income tax fundamentals and the calculation of income tax. In addition, the tax issues surrounding business entities, disposition of property and tax basis is discussed. Students are introduced to AMT, passive activity rules, charitable contributions and tax minimization strategies.
 
Continuing Education Units (CEU) : 4

You'll walk away with

  • Familiarity with the tax law research process, terminology, and the computation of tax
  • Knowledge of income tax accounting concepts

Ideal for

  • Students interested in satisfying the educational requirements to sit for the CFP® Certification Examination
  • Students interested in a career in financial planning

Upcoming courses

Registration is recommended at least three weeks before the course start date.