CCP 176: 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 32: Income tax law fundamentals
  • Topic 33: Tax compliance
  • Topic 34: Income tax fundamentals and calculations
  • Topic 35: Characteristics and income taxation of business entities
  • Topic 36: Income taxation of trusts and estates
  • Topic 37: Basis
  • Topic 38: Tax consequences of the disposition of property
  • Topic 39: Alternative minimum tax (AMT)
  • Topic 40: Tax reduction/management techniques
  • Topic 41: Passive activity and at-risk rules
  • Topic 42: Tax implications of special circumstances
  • Topic 43: Charitable contributions and deductions