Personal and Business Tax Planning
( 25 Modules )

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

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Personal and Business Tax Planning ( 25 Modules )

Personal and Business Tax Planning
( 25 Modules )