Financial Tax Planning Mini-course

This mini-course integrates federal taxation with overall financial tax planning. The course explores tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial concerns. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of financial planning.

Price: $33
Format: Online pdf (60 pages). Printed book available for addl. $15 plus s/h.
Prerequisites: General understanding of federal income taxation
Advance Preparation: None
Level: Overview
CPE Credit: 2 Hrs.
Field of Study: Taxes
Course expiration:  You have one year from date of purchase to complete the course.
Course Revision Date: January 2017

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