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Assets, Income and CashCode: 24-AIC
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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.
OBJECTIVES:
To familiarize participants with the tax reporting and planning affecting individuals, with emphasis on tax management and wealth building.
MAJOR TOPICS:
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Financial Planning
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Asset Accumulation
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Capital Preservation
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Wills & Probate
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Tax Deferral & Reduction Devices
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Income Splitting
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Asset Protection
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Estate Administration
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Calculation of Estate & Gift Taxes
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Trusts
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Entities & Title
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Annuities
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Buy-sell Agreements
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Estate Freeze Rules
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Special Business Issues
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Elderly & Disabled Planning
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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