Tax Planning and Preparation
( 25 Modules )

Module #1
Introduction to Tax Planning and Preparation
Overview of the importance of tax planning and preparation, course objectives, and what to expect

Module #2
Understanding Tax Laws and Regulations
Overview of tax laws and regulations, including the Internal Revenue Code and relevant court cases

Module #3
Tax Return Fundamentals
Introduction to tax returns, including types of returns, filing status, and dependent exemptions

Module #4
Income Taxation
Overview of income taxation, including sources of income, deductions, and credits

Module #5
Gross Income
In-depth look at gross income, including wages, salaries, tips, and self-employment income

Module #6
Deductions and Exemptions
Overview of deductions and exemptions, including standard deductions, itemized deductions, and personal exemptions

Module #7
Tax Credits
In-depth look at tax credits, including credit types, eligibility, and calculation

Module #8
Tax Planning Strategies
Introduction to tax planning strategies, including income shifting, tax-deferred savings, and charitable giving

Module #9
Investment and Business Income
Overview of investment and business income, including capital gains, dividends, and business deductions

Module #10
Self-Employment Taxation
In-depth look at self-employment taxation, including self-employment income, deductions, and tax credits

Module #11
Depreciation and Amortization
Overview of depreciation and amortization, including methods, conventions, and limitations

Module #12
Tax Planning for Small Business Owners
Tax planning strategies specifically for small business owners, including entity selection and pass-through entities

Module #13
International Taxation
Introduction to international taxation, including foreign income, credits, and reporting requirements

Module #14
Estate and Gift Taxation
Overview of estate and gift taxation, including transfer taxes, exemptions, and deductions

Module #15
Tax Return Preparation Best Practices
Best practices for preparing accurate and complete tax returns, including record-keeping and documentation

Module #16
Tax Audit and Appeal Procedures
Overview of tax audit and appeal procedures, including IRS examinations, disputes, and resolutions

Module #17
Tax Planning for Retirement
Tax planning strategies for retirement, including retirement accounts, distributions, and required minimum distributions

Module #18
Tax Planning for Education Expenses
Tax planning strategies for education expenses, including education credits, deductions, and savings plans

Module #19
Tax Planning for Homeownership
Tax planning strategies for homeownership, including mortgage interest, property taxes, and home office deductions

Module #20
Tax Planning for Charitable Giving
Tax planning strategies for charitable giving, including deductions, credits, and alternative strategies

Module #21
Tax Planning for Divorce and Separation
Tax planning strategies for divorce and separation, including alimony, child support, and property division

Module #22
Tax Planning for Business Succession
Tax planning strategies for business succession, including buy-sell agreements, entity selection, and transfer taxes

Module #23
Tax Planning for Farmers and Ranchers
Tax planning strategies specifically for farmers and ranchers, including agricultural income, expenses, and credits

Module #24
Tax Planning for Seniors
Tax planning strategies specifically for seniors, including social security benefits, retirement accounts, and health care expenses

Module #25
Course Wrap-Up & Conclusion
Planning next steps in Tax Planning and Preparation career

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Tax Planning and Preparation ( 25 Modules )

Tax Planning and Preparation
( 25 Modules )