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
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.
Upcoming courses
Registration for this course is closed.
Certificates that include this course
Earn a discount on courses by declaring your candidacy for a certificate.