Course Description
(scroll down to order)
Course publication/revision date: 11/08/2010.
Note: This course does not carry CFP® credit. See similar course # 4905 Financial Planning Tax Strategies.
The basic tax characteristics of the primary tax entities are explored and analyzed. Their ability to defer, reduce and eliminate tax is examined. Client goals, purposes and risk tolerances are determined and quantified. Investments and assets are then evaluated using a variety of tools found on the Internet. Finally, investments and entities are matched to produce the best after-tax return for the client.
Learning Objectives and Course Content
Open "View Table of Contents" window at top of page.
Course text: (294 pages): glossary; review questions, answers, and explanations. Author: Danny Santucci, J.D.
Exam and Grading: Included in price. Exam can be taken online or by fax.
Program delivery method: Self-study (interactive), available in print or PDF (downloaded upon purchase).
Program level: Overview; Course prerequisites: Basic familiarity with federal taxation; Advance preparation: None
Subject Codes/Fields of Study: CPA,: Taxes, EA, RTRP: Federal Tax Law.
CPE Credit and Sponsor Information
CPE Credit:
CPA, EA, RTRP, and PACE credit available in all states.
In accordance with the standards of the National Registry of CPE Sponsors, the Quality Assurance Service (QAS), and the IRS, CPE credits have been granted based on a 50-minute hour.
Program Sponsor Information:
NASBA: Registry: 107615; Quality Assurance Service (QAS): 050.
IRS: FWKKO. Course # (EA, RTRP) FWKKO-T-00025-12-S.
Individual State Boards of Accountancy where sponsor registration is required: Florida 4761; New York: 002146; Ohio: M0021; Texas: 009349.
How to order/register for this course:
Order online or by phone (800-588-7039)
To order online:
1. (Optional) Log-in or Open an Account.
2. Enter quantity below
3. Select how you would like to receive the course (Printed materials sent in the mail or PDF file Downloaded and saved to your computer).
4. Click "Add to Cart" and proceed to secure checkout.
PDF Downloads: The PDF version of this course is downloaded, including the exam, from the purchase confirmation page. First save the course file to your computer, then open it. It can be printed.)
Don't forget: Get 18% off when you order 3 or more courses. (Discounts and shipping/handling, if applicable, are added during checkout, just before payment.)
Building Client Wealth
are certification marks owned by the Certified
Financial Planner Board of Standards, Inc. These marks are awarded to individuals who
successfully complete CFP® Board's initial and ongoing certification requirements.
