This session is part of "Personal Financial Planning Boot Camp" webcast series. The full series will cover all personal financial planning (PFP) topics including tax, estate, retirement, investment, insurance/risk-management planning and the financial planning process, as well as the new Statement on Standards in PFP Services.
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.
- 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
- Illustrate the benefits of income splitting
- Discuss the tax limitations imposed on the tax-deductibility of gifts made to charity
- Describe the requirements necessary to defer recognition of gain in a like-kind exchange under Section 1031
- Identify the classification of assets for income tax purposes
Field of Study: Taxes
Prerequisite: Basic knowledge of income tax planning
Important Information on Your CPE Credit
PFP & PFS Members save even more:
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Group Viewing Option
Gather the team together and attend this webcast as a group. Each attendee will earn CPE Credit. Select the Group Viewing product below and enter the number of attendees in the quantity box.
Price Per Attendee
Number of Attendees
1 - 4
5 - 9
10 - 20
All group attendees must be sitting in the same room in order to obtain CPE credit.