MGMT X 430.513 - Income Tax Planning

Delivery Options Live Online

Course Description

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

Course Outline

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.

Notes

Contact:
Philip Williams
pwilliams@unex.ucla.edu

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: Accelerated Online : Required Courses
Study Abroad at UCLA Program : Required

Review Sections

MGMT X 430.513 - 398975

Income Tax Planning

Fall 2024

Live Online

Future Offering (Opens Jul 29, 2024 12:00 AM)

Income Tax Planning

Lecture

T, Th

3:00PM to 6:00PM

Oct 29, 2024 to Nov 21, 2024

Schedule and Location

View Details

45.0

Remote Classroom

Live Online

Standard credit (4 units)

$975.00

4 units

Oct 31, 2024

Aug 18, 2022 to Jan 01, 2025

Section Notes

Note: The textbook for this class is as follows: Income Tax Planning - 16th Edition ISBN: - 978-1-946711-23-6 https://www.money-education.com/texts/income-tax-planning

The UCLA Extension Accelerated Personal Financial Planning Program is a cohort based program enrollment is limited to those who have successfully completed the previous courses in the program.

Enrollment limited; enrollment prior to the first class required.

The University of California Los Angeles offers this program in partnership with Kaplan Professional, the leading provider of financial planning education and exam prep. Kaplan has helped more than 20,000 financial professionals earn their CFP^® certification. The Executive Certificate in Financial Planning program is designed for professionals in the financial, insurance, and banking fields, as well as those looking to change careers.

Self-study may not be enough to succeed on the CFP^® exam. Our outstanding instructors know the CFP^® exam curriculum and how to prepare for the exam, and the live classroom setting provides the structure and focus you need. You will not only learn the material, but also how to apply it on exam day.

Section Materials

(Mandatory) Course syllabus not yet available.