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University at Buffalo School of Management

65th Tax Institute

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Description

2018 marks the 65th anniversary of the Tax Institute, offered by the University at Buffalo School of Management, the New York Society of Certified Public Accountants and the Erie Institute of Law.

This 1.5-day seminar provides a means of reviewing and clarifying provisions and patterns of federal tax laws. The Tax Institute continues to provide practitioners with cutting-edge information regarding the substance and administration of tax laws.

DePaul University

Income Tax Planning — Financial Planning Certificate Program (Module 3)

Next dates

Oct 1—Dec 17, 2019
11 daysModules info
Chicago, Illinois, United States
USD 900
USD 81 per day

Description

Income Tax Planning provides an overview of the federal tax system, including both personal and business taxation. You’ll learn how to advise your clients about the most effective methods of maximizing their wealth by reducing the tax burden. The course also highlights the potential pitfalls, ethical problems and consequences of IRS audits and enforcement activities.

Topics

  • Income tax law fundamentals
  • Tax compliance
  • Income tax fundamentals and calculations
  • Tax accounting methods
  • Tax characteristics of entities
  • Income taxation of trusts and estates
  • Cost basis, cost-recovery concepts
  • Tax consequences of like-kind exchanges
  • Tax consequences of gain or loss on sale of assets
  • Alternative Minimum Tax (AMT)
  • Tax management techniques
  • Passive activity and at-risk rules
  • Tax implications of changing circumstances
  • Charitable contributions and deductions

Who should attend

The Financial Planning Certificate Program is designed for anyone pursuing CFP® certification, including professionals in the fields of investment brokerage, insurance, banking, accounting and the law. In addition, professionals from other industries who want to make a career change and are looking for rigorous instruction in financial planning are encouraged to enroll.

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