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>&reg;</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