MGMT X 430.33 - Income Taxation in Personal Financial Planning
145686
Delivery Options
In-Person
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Course Description
This course examines the issues and determination of tax liability for numerous events and activities as they relate to the financial plan. Students are given the necessary information and tools of income taxation to make financial planning decisions within the context of either personal or client financial goals and objectives. Topics include tax issues and concepts in relation to insurance, investments, benefit planning, intrafamily transactions and business operations. Students are taught and asked to demonstrate an understanding of the following planning techniques: excluding income, deferring income, shifting income, and managing or timing income.Course Outline
This course examines the issues and determination of tax liability for numerous events and activities as they relate to a financial plan.Notes
Contact:Philip Williams
pwilliams@unex.ucla.edu
Prerequisites
MGMT X 430.31 Survey of Personal Financial Planning, MGMT X 430.391 Financial Analysis in Personal Financial Planning and MGMT X 427.08 Fundamentals of Tax Preparation; or MGMT X 127 Federal Income Taxation; or consent of instructor.Applies Towards the Following Certificates
- General Business Studies : Electives - Business Management
- General Business Studies with Concentration in Accounting : Electives - Business Management
- General Business Studies with Concentration in Entrepreneurship : Electives - Business Management
- General Business Studies with Concentration in Finance : Electives - Business Management
- General Business Studies with Concentration in International Trade and Commerce : Electives - Business Management
- General Business Studies with Concentration in Leadership : Electives - Business Management
- General Business Studies with Concentration in Marketing : Electives - Business Management
- General Business Studies with Concentration in Real Estate : Electives - Business Management
- Personal Financial Planning : Core Courses
- Study Abroad at UCLA Program : Required
- Tax Planning for Individuals : Required Courses
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