PFP Boot Camp: Income Tax Planning

Date: November 14, 2016 Time: 10:30 am - 1:00 pm EST CPE: 3 Format: Webcast
EVENT 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
Upon completion of this webcast, participants will be able to:
Understand filing statuses available for individuals
Examine the financial planning implications of itemized deductions
Understand the income tax filing requirements for individuals and businesses
Classify businesses for income tax purposes according to the check-the-box regulations
Identify the classification of assets for income tax purposes
Illustrate the benefits of income splitting
Describe the requirements necessary to defer recognition of gain in a like-kind exchange under Section 1031
Discuss the tax limitations imposed on the tax-deductibility of gifts made to charity
MAJOR TOPICS
Federal income tax system Tax filing statuses and requirements Tax deductibility of gifts Section 1031 Asset classification
EVENT DETAILS
CPE FIELD OF STUDY
Taxes (3 Credits)
INSTRUCTOR(S)
Thomas Tilery
PREREQUISITES
Basic knowledge of income tax planning
COURSE LEVEL
Intermediate
LOCATION
Online Webcast
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