Tax Planning Fundamentals

Develop Tax Planning Knowledge

NACPB Membership

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This course provides fundamental federal tax planning knowledge.

Develop Tax Planning Knowledge

This course provides fundamental federal tax planning knowledge.

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 order the course, we email you the course access code and instructions. If you don't receive the email, check your Junk mail. If you order after 5:00 pm MT (4:00 pm PT, 6:00 pm CT, 7:00 pm ET), we email the course access code and instructions the morning of the next business day. We’re closed on weekends and major holidays. The code provides you access to the course for 6 months beginning from the time you access the course. Please don’t access the course until you’re ready to begin the course.

Course Format

eLearning, or electronic learning, is the delivery of learning through digital resources. eLearning is based on formalized learning, but it's provided through electronic devices such as computers, laptops, tablets, and phones connected to the Internet. eLearning makes it easy for users to learn at anytime, from anywhere, without restrictions.

eLearning integrates instruction, reading, exercises, quizzes, and support into one digital platform.

The course is presented by Consortia Small Business Accountants. Consortia is a registered Postsecondary Proprietary School providing post-secondary education for educational, vocational, or professional objectives.

Chapters

  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

Materials

  • Learning Management System
  • eTextbook (digital)
  • Pre-assessment Test
  • Exercises and Problems
  • Answers to Exercises and Problems
  • Quizzes
  • Instructor Support
  • Post-assessment Test
  • 36 Continuing Professional Education (CPE) Credits

Steps

  1. Take Pre-assessment Test
  2. Read Textbook Chapter
  3. Complete Chapter Exercises
  4. Complete Chapter Problems
  5. Take Chapter Quiz
  6. Request Instructor Support
  7. Take Post-assessment Test

Order

To order, select Add to Cart or Buy now.

Tax Planning Fundamentals
Members pay
$
319.20
USD
Non-members pay
$ 399.00 USD
$ 399.00 USD
When you join NACPB, we email new member instuctions on how to access your account. If you don't receive an email, please contact us.
If you are not satisfied with the product within 14 days, contact us and the fee will be refunded. See refund policy
To receive your 20% off member discount, you must be logged in. It will automatically be applied at checkout.

Member

$ 200.00 USD

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