X
Login
Magic Link sent! Check your email to complete login.
If you're not seeing it, please check your spam folder.
Logging you in.
Your password or username was incorrect.

Tax Planning Fundamentals

Learn the fundamentals of tax planning.

Communicate Bookkeeping Knowledge, Skill, Experience, and Ethics

Communicate Bookkeeping Knowledge, Skill, Experience, and Ethics

Communicate Bookkeeping Knowledge, Skill, Experience, and Ethics

Communicate Bookkeeping Knowledge, Skill, Experience, and Ethics

For Dave to edit.

Course Overview

This course is a popular tax planning course. Its objective is to teach students to recognize the major tax issues inherent in business and financial transactions. The course focuses on fundamental concepts, the mastery of which provides a permanent frame of reference for future study of advanced tax topics.

Course Length

The course is a eighteen-week course (one session per week). However, the course is an on-demand, self-study, self-paced course. Therefore, the length of the course is determined by the time you dedicate to the course and your understanding of individual federal tax.

Important: When you purchase the course, we email you the course access code and instructions usually within an hour. If you don't receive the email, please check your Junk mail.

If you purchase the course after 5:00 pm MT (4:00 pm PT, 6:00 pm CT, 7:00 pm ET), we email you the course access code and instructions the morning of the next business day. We are closed on the weekend and major holidays.

The code provides you access to the course for 6 months beginning from the time you access the course.

  1. Taxes and Taxing Jurisdictions
  2. Policy Standards for a Good Tax
  3. Taxes as Transaction Costs
  4. Maxims of Income Tax Planning
  5. Tax Research
  6. Taxable Income from Business Operations
  7. Property Acquisitions and Cost Recovery Deductions
  8. Property Dispositions
  9. Nontaxable Exchanges
  10. Sole Proprietorships, Partnerships, LLCs, and S Corporations
  11. The Corporate Taxpayer
  12. The Choice of Business Entity
  13. Jurisdictional Issues in Business Taxation
  14. The Individual Tax Formula
  15. Compensation and Retirement Planning
  16. Investment and Personal Financial Planning
  17. Tax Consequences of Personal Activities
  18. The Tax Compliance Process

The materials included with this course include:

  •   eTextbook (digital) with print loose-leaf textbook option
  •   Pre-assessment Test
  •   Exercises and Problems
  •   Answers to Exercises and Problems
  •   Quizzes
  •   Instructor Support
  •   Post-assessment Test
  •   36 Continuing Professional Education (CPE) Credits
Note: NACPB courses are delivered in an eLearning format. For more information on eLearning, click here.

The steps to completing the course are as follows:

Step 1: Take Pre-assessment Test  

Step 2: Read Textbook Chapter  

Step 3: Complete Chapter Exercises  

Step 4: Complete Chapter Problems  

Step 5: Take Chapter Quiz

Step 6 Request Instructor Support  

Step 7: Take Post-assessment Test

$ 399.00 USD
Buy now
If you are not satisfied with the course within 14 days, the fee will be refunded.
CPE: 
36
Duration: 
Eighteen weeks
Chapters: 
18