This course explores the strategies used by financial planners to help clients achieve greater tax efficiency. Topics include income tax concepts and calculations, income tax research methods, gross income realization, exclusions and deductions, passive activities, alternative minimum tax, tax considerations of business forms, taxable and non-taxable property transactions, compensation planning, family tax planning, audit risk, and dealing with the IRS.
000017
EPT<sup>®</sup>
MSFP
MSFPP
MSM
Single Course
4
1.00
Retirement Planning
Financial Planning
Leadership
Certificate Program
Master's Degree Program
Advanced Career Professional
No
No
0000173
0