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