Product Image

Fundamentals of Income Taxation

Author/Moderator: Christopher P. Woerhle, Thomas M. Brinker, Jr., CPA/PFS, Craig Lemoine and Emily Schu
Publisher: AICPA
Availability: In Stock
See Below To Add To Cart
View Online Catalog
Print This Page
Available Formats:  Text | CD-ROM | DVD/Manual | See All

UPDATED THROUGH 2013 - This course is offered as a partnership with AICPA and The American College.  It uses the same material as The American College’s course HS 321, however, the format has been adapted to better meet the needs of CPAs.  (Please note that this course is not part of any matriculated designation or degree program offered by The American College.)

This course covers the basic concepts of Income Tax Planning.  It is updated every 18-24 months to include reference to current laws; however, the basic concepts and principles do not change significantly from previous editions.

PFS Holders/PFP Section Members Save – $50 on the course, $15 on the CD, and $20 DVD study aids
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 difficulties, please contact the AICPA Service Center at 888-777-7077 or

>> Find out more information on the Personal Financial Planning Member Section and the PFS credential.

This course addresses the following areas:

  • Examines the federal income tax system with particular reference to the taxation of individuals.
  • Covers such concepts as gross income, exclusions from gross income, deductions, tax credits, capital gains and losses, taxation of life insurance and annuities and income taxation of partners, partnerships, corporations and shareholders.

Course materials include:

  • Course book with CPE materials
  • Textbook:  Fundamentals of Income Taxation
  • Supplement

Optional study aids are also available:

  • A 5 CD audio review set covering all 23 chapters of the book
  • A 7 DVD video lecture set covering 12 classes and a review class

Note that these optional materials do not provide any CPE credit and will not increase the CPE hours if purchased along with the course. They are available as a learning aid for the course #757300013.

This course is one of a series of personal financial planning courses offered with The American College. This series is designed to provide a solid educational foundation for the Personal Financial Specialist (PFS) credential. The other courses in the series are:

If you have any inquiries, please direct them to or call 888-777-7077, option 4.

NASBA Field of Study: Taxes
Level: Basic
Recommended CPE Credit: 20
Fundamentals of Income Taxation
(CPE included)
Text ,
Product# 757300013
Availability: In Stock
AICPA Member:$200.00
Your Price:$250.00
Fundamentals of Income Taxation
Optional Video Lecture DVD (no CPE)
Product# 757302013
Availability: In Stock
AICPA Member:$160.00
Your Price:$200.00
Fundamentals of Income Taxation
Optional Audio Review CD Set (no CPE)
Product# 757301013
Availability: In Stock
AICPA Member:$70.00
Your Price:$87.50
To receive your AICPA member discount, Sign In now, or Register using your AICPA membership number.