Tax Planning Fundamentals Training

Learn Tax Planning

This course is an individual and business tax planning course for new tax planners.

Overview

The course is a beginning individual and business tax planning course that provides clear and concise explanations of tax planning laws, rules, and regulations. The course covers core individual and business tax planning concepts, processes, and procedures tax planners should comprehend to perform tax planning.

Length

The course is an eighteen-week course (one session per week). However, the course is an online, self-study, self-paced course. Therefore, the length of the course is determined by the time you dedicate to the course and your knowledge and understanding of individual and business tax planning.

Course Access

When you purchase the course, we email course access and instructions to the email you provide. If you don't receive the email, please check your Junk Mail.

If you purchase the course after 5:00 pm MT (4:00 pm PT, 6:00 pm CT, 7:00 pm ET), we email course access and instructions the next business day. We are closed on weekends and major holidays.

The access code provides you access to the course for 6 months beginning from the time you access the course.

Tax Planning Fundamentals Course

Click a tab below to learn more.

No items found.
No items found.
No items found.
No items found.
Tax Planning Fundamentals Course
Buy now
No items found.
eTextbook (digital)
Pre-assessment Test
On-demand Video Instruction
Quizzes
Exercises
Problems
Instructor Support
36 CPE Credits
Post-assessment Test
Step
1
Take Pre-assessment Test
Step
2
Watch Chapter Video
Step
3
Read Textbook Chapter
Step
4
Complete Chapter Exercises
Step
5
Complete Chapter Problems
Step
6
Take Chapter Quiz
Step
7
Request Instructor Support
Step
8
Take Post-assessment Test
Tax Planning Fundamentals
$ 399 USD
Buy nowOr pay in six month installments.

If you are not satisfied with the course within 14 days, the fee is refunded.

No items found.
No items found.
No items found.
No items found.
No items found.
Tax Planning Fundamentals
$ 399 USD
Buy nowOr pay in six month installments.
Session 1
Taxes and Taxing Jurisdictions
Session 2
Policy Standards for a Good Tax
Session 3
Taxes as Transaction Costs
Session 4
Maxims of Income Tax Planning
Session 5
Tax Research
Session 6
Taxable Income from Business Operations
Session 7
Property Acquisitions and Cost Recovery Deductions
Session 8
Property Dispositions
Session 9
Nontaxable Exchanges
Session 10
Sole Proprietorships, Partnerships, LLCs, and S Corporations
Session 11
The Corporate Taxpayer
Session 12
The Choice of Business Entity
Session 13
Jurisdictional Issues in Business Taxation
Session 14
The Individual Tax Formula
Session 15
Compensation and Retirement Planning
Session 16
Investment and Personal Financial Planning
Session 17
Tax Consequences of Personal Activities
Session 18
The Tax Compliance Process
eTextbook (digital)
Pre-assessment Test
On-demand Video Instruction
Quizzes
Exercises
Problems
Instructor Support
36 CPE Credits
Post-assessment Test
Step
1
Take Pre-assessment Test
Step
2
Watch Chapter Video
Step
3
Read Textbook Chapter
Step
4
Complete Chapter Exercises
Step
5
Complete Chapter Problems
Step
6
Take Chapter Quiz
Step
7
Request Instructor Support
Step
8
Take Post-assessment Test
Tax Planning Fundamentals
$ 399 USD
Buy nowOr pay in six month installments.

If you are not satisfied with the course within 14 days, the fee is refunded.

How Can We Help You?

Contact us with any questions, concerns or suggestions.

Email Us

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.