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PFP Boot Camp: Income Tax Planning

Type: Video Webcast
Date: November 23, 2015
Time: 11:30 AM - 02:00 PM ET
Recommended CPE Credit: 3
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This session is part of "Personal Financial Planning Boot Camp" webcast series. The full series will cover all personal financial planning (PFP) topics including tax, estate, retirement, investment, insurance/risk-management planning and the financial planning process, as well as the new Statement on Standards in PFP Services.

This deep-dive session examines the federal income tax system, with particular reference to the taxation of individuals and businesses. Participants will also get an in-depth review of the various tax-related aspects of investments, life insurance, annuities and securities.

Learning Objectives:

  • Understand filing statuses available for individuals
  • Examine the financial planning implications of itemized deductions
  • Understand the income tax filing requirements for individuals and businesses
  • Classify businesses for income tax purposes according to the check-the box regulations
  • Illustrate the benefits of income splitting
  • Discuss the tax limitations imposed on the tax-deductibility of gifts made to charity
  • Describe the requirements necessary to defer recognition of gain in a like-kind exchange under Section 1031
  • Identify the classification of assets for income tax purposes

Field of Study: Taxes
Level: Intermediate
Prerequisite: Basic knowledge of income tax plan

Important Information on Your CPE Credit

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PFP Boot Camp: Income Tax Planning
Individual CPE
Video Webcast
Product# VPFSE3004
Availability: Online Access
Live Webcast
AICPA Member:$139.00
Your Price:$174.00
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