Fall 437 Tax Planning

Type
Course
Date of Publication
August 25, 2021
Price
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Overview

Because tax law influences everything done within financial planning, Financial Planners are expected to have at least a basic understanding of tax law. Tax planning involves federal, state, and local income taxes, estate and death taxes, gift taxes, and generation-skipping transfer taxes. This course will give a broad overview of the U. S. Tax System, going into depth on the Federal Income Tax System including taxation of pass-through business entities like partnerships and LLC's, and covering Federal Estate and Gift Tax. The goal of the class is to provide the foundational understanding of tax required to pass the CFP(R) exam, and important as a basis of knowledge for financial professionals.

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