PFP Boot Camp: Income Tax Planning

Description

This deep-dive session examines the federal income tax system, with particular reference to the taxation of individuals and businesses. Participants will also get an in-depth review of the various tax-related aspects of investments, life insurance, annuities and securities.

Learning Objectives
  1. Upon completion of this webcast, participants will be able to:
  2. Understand filing statuses available for individuals
  3. Examine the financial planning implications of itemized deductions
  4. Understand the income tax filing requirements for individuals and businesses
  5. Classify businesses for income tax purposes according to the check-the-box regulations
  6. Identify the classification of assets for income tax purposes
  7. Illustrate the benefits of income splitting
  8. Describe the requirements necessary to defer recognition of gain in a like-kind exchange under Section 1031
  9. Discuss the tax limitations imposed on the tax-deductibility of gifts made to charity
Major Topics
  1. Federal income tax system Tax filing statuses and requirements Tax deductibility of gifts Section 1031 Asset classification
CPE Field of Study
Taxes
3
Course Level
Intermediate
Instructor(s)
Thomas Tilery
Prerequisites
Basic knowledge of income tax planning
Location
Online Course
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When
Nov 14, 2016
10:30 am - 1:00 pm
Location
Online Webcast,
Total CPE Credits
3
Format
Webcast
Instructor
Thomas Tilery

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PFP Boot Camp: Income Tax Planning


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