Program Overview

Income Tax Planning

Course Description

This course emphasizes problem-solving methodology that includes case studies on the fundamentals of individual income taxation and the tax consequences for various forms of business.

Course Details

• Duration: As few as 4 weeks
• Units: 4.0
• Current Formats: Live Online
• Cost: Starting at $1,025.00

What You Can Learn

Learn a client-centered problem-solving methodology that includes basic income tax concepts and terminology, and tax calculations. Understand tax consequences for tax-advantaged investments, employee compensation issues, for property acquisitions, securities, and special tax considerations.

About This Course

This course emphasizes the fundamentals of individual income taxation, the tax implications of various types of businesses, tax-advantaged investments, employee compensation issues and planning, alternative minimum tax, tax traps, and more. The in-depth curriculum, which includes the use of textbooks and study guides, provides a client-centered, problem-solving methodology that includes case studies, homework assignments, application projects, and group study. The major topics covered are:

• Income Tax Concepts, Basic Terminology & Tax Calculations
• Tax Accounting & Forms of Business
• Income Tax Aspects of Property Acquisitions & Introduction to Property Dispositions
• Income Tax Aspects of the Disposition of Property
• Passive Activity Losses & Related Topics
• Income Tax Aspects of Securities, and Tax Planning for the Family
• Tax Law Research & Special Income Tax Considerations

Summer 2026 Schedule

• Date: August 11 - September 3
• Format: Live Online
• Instructor: Valerie Bowman
• Fee: $1,025.00

Course Requirements

• Income Tax Planning (18th edition) by Dalton
• Money Education
• ISBN: (not specified)
• Course syllabus not yet available.

Schedule

• Type: Lecture
• Dates:
  • Tue Aug 11, 2026
  • Thu Aug 13, 2026
  • Tue Aug 18, 2026
  • Thu Aug 20, 2026
  • Tue Aug 25, 2026
  • Thu Aug 27, 2026
  • Tue Sep 1, 2026
  • Thu Sep 3, 2026
• Time: 3:00PM PT - 6:00PM PT
• Location: Remote Classroom

Programs This Course Applies To

• Personal Financial Planning: Accelerated Online certificate
  • This cohort-based, 100% remote program is designed to prepare experienced financial professionals for CFP® certification.