CFPE503: Income Tax Planning

Because taxes affect virtually every financial decision, having timely knowledge of tax laws and issues greatly enhances effectiveness as a financial professional and broadens your opportunities to do business. This course emphasizes the fundamentals of individual income taxation, the tax implications of various types of businesses, tax-advantaged investments, employee compensation issues and planning, alternative minimum tax, tax traps, and more.

Course Topics:

• Income Tax Concepts, Basic Terminology & Tax Calculations
• Tax Accounting & Forms of Business
• Income Tax Aspects of Property Acquisitions & Introduction to Property Dispositions
• Income Tax Aspects of the Disposition of Property
• Passive Activity Losses & Related Topics
• Income Tax Aspects of Securities
• Tax Planning for the Family
• Tax Law Research & Special Income Tax Considerations

This course is available exclusively via the College’s MyChoice Custom Education Platform. The College provides you with all of the tools available – use whatever you need.

This course qualifies for 45 CPE hours for Enrolled Agents and CPAs.

Students typically complete their studies within 6-8 weeks, however you have one full year to successfully complete the course.

CFPE503: Income Tax Planning is the third course (of six) in of our CFP Certification Professional Education Program. The CFP^® certification is the most recognized financial designation in the country, and our program boasts an 86% cumulative pass rate and over 60,000 graduates. If you wish to pursue the CFP^® certification, you have the option of purchasing the other courses as part of a prorated bundle or enrolling in the other courses individually.

Please contact our student services center at 1-800-237-9990 x 2 for complete details.

Other courses in the program may also be eligible for CPE; see this document for complete details.