Assets, Income and CashCode: 21-AIC

Price: $139.00
Add to Cart

Course Details

342 Pages

This presentation integrates federal taxation with overall financial planning. The course will explore tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial concerns. Designed to improvethe quality of services to clients and the profitability of engagements, this program projects the accountant into the world of financial planning. This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal financial plans to clients.  The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual.


To familiarize participants with the tax reporting and planning affecting individuals, with emphasis on tax management and wealth building.


  • Financial Planning

  • Asset Accumulation

  • Capital Preservation

  • Wills & Probate

  • Tax Deferral & Reduction Devices

  • Income Splitting

  • Asset Protection

  • Estate Administration

  • Calculation of Estate & Gift Taxes

  • Trusts

  • Entities & Title

  • Annuities

  • Buy-sell Agreements

  • Estate Freeze Rules

  • Special Business Issues

  • Elderly & Disabled Planning

  • Post-mortem Planning


Presentation Method:  Self-Study


Category:  Taxation


CPE credit:  14 Hours  

Program Level:  Update

Prerequisites:  None

Advance Preparation:  None

Exam expiration date:  Participants must submit exams for grading within one year from the date of purchase

For more information regarding refunds, complaints, or cancellation policies, please contact our offices at 817-477-0222.

American CPE, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.   Complaints regarding registered sponsors may be addressed to:  National Registry of CPE Sponsors, 150 Fourth Ave. North, Nashville, TN 37219-2417.  Web site:

NASBA Sponsor number 108096


Choose a Course Format:

Assets Income & Cash-15
This Review Imported from our standard course evaluations.
Verified Buyer
Was this helpful?
Assets Income & Cash-15
This Review Imported from our standard course evaluations.
Verified Buyer
Was this helpful?
Assets Income & Cash (18 CPE Hours) 2012-13
This Review Imported from our standard course evaluations.
Verified Buyer
Was this helpful?
Internal Control & Fraud Detection (8 CPE Hours) 2008-09
This Review Imported from our standard course evaluations.
Verified Buyer
Was this helpful?