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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.

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. Do not purchase a used book. Only new books will have the unused access code for the online resources. The HP-12C or HP-10BII calculator is required.

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

You may access your online course on the first day of class by 12pm (noon) Pacific Standard Time. This online course may include webinars using an online conferencing tool called Zoom. All webinars will be recorded and posted on the course website for those who cannot participate in the live sessions.

  • Details
  • $745
  • September 25, 2023 to December 17, 2023
  • Delivery Mode: Remote
  • Reg#: 00213
  • ID/Units: MGMT X433.2  (4.00)
    ( Section 1 )
  • Quarter: Fall 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: 9781946711236
Langdon, Grange, Dalton, 16th ed, Money Education

Meeting Schedule

EventDateDayStart TimeEnd TimeLocationRoom
START09/25/2023Monday------Online (Access Begins)---
OL-LEC09/25/2023Monday6:30 PM9:30 PMZoom---
OL-LEC10/02/2023Monday6:30 PM9:30 PMZoom---
OL-LEC10/09/2023Monday6:30 PM9:30 PMZoom---
OL-LEC10/16/2023Monday6:30 PM9:30 PMZoom---
OL-LEC10/23/2023Monday6:30 PM9:30 PMZoom---
OL-LEC10/30/2023Monday6:30 PM9:30 PMZoom---
OL-LEC11/06/2023Monday6:30 PM9:30 PMZoom---
OL-LEC11/13/2023Monday6:30 PM9:30 PMZoom---
OL-LEC11/20/2023Monday6:30 PM9:30 PMZoom---
OL-LEC11/27/2023Monday6:30 PM9:30 PMZoom---
OL-LEC12/04/2023Monday6:30 PM9:30 PMZoom---
OL-LEC12/11/2023Monday6:30 PM9:30 PMZoom---
END12/17/2023Sunday------Online (Access Ends)---