Courses
Income Tax Planning
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.
Refer to the more detailed topic list in CFP Board’s Guide to CFP® Certification.
- Topic 44: Income Tax Law Fundamentals
- Topic 45: Tax Compliance
- Topic 46: Income Tax Fundamentals and Calculations
- Topic 47: Tax Accounting
- Topic 48: Characteristics in Income Taxation of Business Entities
- Topic 49: Income Taxation of Trust and Estates
- Topic 50: Basis
- Topic 51: Depreciation/Cost-Recovery Concepts
- Topic 52: Tax Consequences of Like-Kind Exchanges
- Topic 53: Tax Consequences of the Disposition of Property
- Topic 54: Alternative Minimum Tax (AMT)
- Topic 55: Tax Reduction/Management Techniques
- Topic 56: Passive Activity and At-Risk Rules
- Topic 57: Tax Implications of Special Circumstances
- Topic 58: Charitable Contributions and Deductions
