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PFP Boot Camp: Income Tax Planning

Type: Video Webcast
Date: June 08, 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

PFP Section Members and PFS Credential Holders Save $20.00: When you log into this website with your AICPA member user account, the section discount will be automatically applied during checkout. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org
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PFP Boot Camp: Income Tax Planning
Individual CPE
Video Webcast
Product# VPFSE3003
Availability: Online Access
Live Webcast
Regular:$174.00
AICPA Member:$139.00
Your Price:$174.00
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