FINA 2310 - Income Tax Planning

4.5 Credits

Students engage in tax planning strategies as they relate to investment goals. It emphasizes discretionary income and net worth. Students learn to evaluate specific investment decisions based on current and relevant tax implications.

Prerequisites: Instructor approval

Lecture Hours: 4.5
Lab Hours: 0.0
Internship Hours: 0.0
Clinical or Practicum Hours: 0.0

Course Objectives
(CFP-Board Approved Course Objectives)

1.   Compare and contrast the fundamental components of the income tax system.
2.   Develop income tax forms and apply income tax fundamentals.
3.   Differentiate between the organizational form and the tax treatment of business entities.
4.   Apply the basic income tax compliance rules for trusts and estates.
5.   Apply the alternative minimum tax.
6.   Describe tax reduction and management techniques.
7.   Describe tax consequences of property transactions.
8.   Apply passive activity and at-risk rules.
9.   Describe tax consequences of special circumstances.
10.   Apply qualified charitable contributions and deductions.
11.   Develop a financial plan for Income Tax planning.

View Class Schedule