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Income Tax Planning

MGMT X 430.513

This course emphasizes problem-solving methodology that includes case studies on the fundamentals of individual income taxation and the tax consequences for various forms of business.

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What you can learn.

Learn a client-centered problem-solving methodology that includes basic income tax concepts and terminology, and tax calculations
Understand tax consequences for tax-advantaged investments, employee compensation issues, for property acquisitions, securities, and special tax considerations

About this course:

This course emphasizes the fundamentals of individual income taxation, the tax implications of various types of businesses, tax-advantaged investments, employee compensation issues and planning, alternative minimum tax, tax traps, and more. The in-depth curriculum, which includes the use of textbooks and study guides, provides a client-centered, problem-solving methodology that includes case studies, homework assignments, application projects, and group study. The major topics covered are: -+ Income Tax Concepts, Basic Terminology & Tax Calculations -+ Tax Accounting & Forms of Business -+ Income Tax Aspects of Property Acquisitions & Introduction to Property Dispositions -+ Income Tax Aspects of the Disposition of Property -+ Passive Activity Losses & Related Topics -+ Income Tax Aspects of Securities, and Tax Planning for the Family -+ Tax Law Research & Special Income Tax Considerations