Module #1 Introduction to Tax Planning Overview of tax planning concepts and importance of tax planning
Module #2 Understanding Tax Law and Regulations Introduction to tax law and regulations, including the Internal Revenue Code and Treasury Regulations
Module #3 Taxation of Individuals Overview of individual taxation, including income, deductions, and credits
Module #4 Taxation of Business Income Overview of business taxation, including types of business entities and income taxation
Module #5 Tax Planning for Self-Employed Individuals Tax planning strategies for self-employed individuals, including Schedule C and self-employment tax
Module #6 Tax Planning for Small Businesses Tax planning strategies for small businesses, including entity selection and tax savings opportunities
Module #7 Charitable Giving and Tax Deductions Tax planning strategies for charitable giving, including itemized deductions and charitable trusts
Module #8 Investment Tax Planning Tax planning strategies for investments, including capital gains and losses, and investment account management
Module #9 Retirement Tax Planning Tax planning strategies for retirement, including IRAs, 401(k)s, and pension plans
Module #10 Estate and Gift Tax Planning Tax planning strategies for estate and gift tax, including transfer taxes and estate administration
Module #11 Tax Credits and Incentives Overview of tax credits and incentives, including Earned Income Tax Credit and Research and Development Credit
Module #12 Tax Audit and Representation Tax audit procedures and representation strategies, including audit triggers and taxpayer rights
Module #13 Tax Planning for Real Estate Tax planning strategies for real estate, including depreciation, rental income, and like-kind exchanges
Module #14 Tax Planning for Farmers and Ranchers Tax planning strategies for farmers and ranchers, including farm income and expenses
Module #15 Tax Planning for International Business Tax planning strategies for international business, including foreign earned income and foreign tax credits
Module #16 Tax Planning for Divorce and Separation Tax planning strategies for divorce and separation, including alimony and property division
Module #17 Tax Planning for Education Expenses Tax planning strategies for education expenses, including 529 plans and education credits
Module #18 Tax Planning for Homeownership Tax planning strategies for homeownership, including mortgage interest and property tax deductions
Module #19 Tax Planning for Healthcare Expenses Tax planning strategies for healthcare expenses, including Health Savings Accounts and medical expense deductions
Module #20 Tax Planning for Depreciation and Amortization Tax planning strategies for depreciation and amortization, including MACRS and Section 179 expensing
Module #21 Tax Planning for Employee Benefits Tax planning strategies for employee benefits, including fringe benefits and deferred compensation
Module #22 Tax Planning for Business Succession Tax planning strategies for business succession, including buy-sell agreements and entity succession
Module #23 Tax Planning for Mergers and Acquisitions Tax planning strategies for mergers and acquisitions, including tax-free reorganizations and spin-offs
Module #24 Tax Planning for Exit Strategies Tax planning strategies for exit strategies, including IPOs and ESOPs
Module #25 Course Wrap-Up & Conclusion Planning next steps in Personal and Business Tax Planning career
