Income Tax Planning

DePaul University

How long?

  • from 11 days
  • online, in person

What are the topics?

DePaul University

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Finance is an integral and most important component of any business, so everyone needs to improve their competence in this area. Finance courses will ...

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.

About the course

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.

This 11-week course is the third module in the Financial Planning Certificate Program and is offered throughout the year on DePaul's Loop campus and online.

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

Videos and materials

Income Tax Planning at DePaul University

From  $900

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Disclaimer

Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

Read more about Finance

During Finance courses, you will get acquainted with a huge number of financial analyst tools and learn how to work with them. So, you will learn how to make and analyze financial reporting, calculate the main financial indicators of the company and ...

Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.

We are happy to help you find a suitable online alternative.