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.

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