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
