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Income Tax Planning

A required course in the Certificate Program in Personal Financial Planning.

Course Description

Learn how to recognize and take advantage of income tax planning opportunities. The concepts of income, deductions, rates, credits, sales, exchanges, tax favored investments, passive activity rules, and basic limitations will be explored.

Early registration recommended. This course is required to sit for the CFP Examination.

Required prerequisites: MGMT X433.20 Principles of Financial Planning and MGMT X433 Survey of Personal Financial Planning or equivalent experience.

Textbook may be purchased directly from the publisher Money Education on their website or by calling (888) 295-6023. Only new books will have the unused access code for the online resources. The HP-12C or HP-10BII calculator is required.

NOTE: This course has live sessions via Zoom. A device with audio and visual will be needed to participate. The following student guide provides additional resources/information on how to use and access your courses Zoom sessions.

  • Details
  • $745
  • March 27, 2023 to June 18, 2023
  • Delivery Mode: Remote
  • Reg#: 00207
  • ID/Units: MGMT X433.2  (4.00)
    ( Section 2 )
  • Quarter: SPRING 2023

Instructor


Lee Schuh, CFP®, ChFC, EA, has prepared every sort of tax return since the early 1960’s and taught taxes to CFP® candidates, graduate students and undergrads. He represented clients before the IRS for taxes and retirement issues. He has been involved in many government audits by various government auditors including the IRS and has appeared as a witness in several Tax Court cases including two wherein he was a witness for the IRS. In recent years, he has performed pro bono advising in tax planning.

Textbook Information

Textbooks for your course may be purchased from any vendor or bookseller of your choice.

Required Textbook(s):

Income Tax Planning
Book - ISBN: 9781946711090
Langdon, Grange, Dalton, 15 ed, Money Education

Meeting Schedule

EventDateDayStart TimeEnd TimeLocationRoom
START03/27/2023Monday------Online (Access Begins)---
OL-LEC03/27/2023Monday6:30 PM9:30 PMZoom---
OL-LEC04/03/2023Monday6:30 PM9:30 PMZoom---
OL-LEC04/10/2023Monday6:30 PM9:30 PMZoom---
OL-LEC04/17/2023Monday6:30 PM9:30 PMZoom---
OL-LEC04/24/2023Monday6:30 PM9:30 PMZoom---
OL-LEC05/01/2023Monday6:30 PM9:30 PMZoom---
OL-LEC05/08/2023Monday6:30 PM9:30 PMZoom---
OL-LEC05/15/2023Monday6:30 PM9:30 PMZoom---
OL-LEC05/22/2023Monday6:30 PM9:30 PMZoom---
OL-LEC05/29/2023Monday6:30 PM9:30 PMZoom---
OL-LEC06/05/2023Monday6:30 PM9:30 PMZoom---
OL-LEC06/12/2023Monday6:30 PM9:30 PMZoom---
END06/18/2023Sunday------Online (Access Ends)---