About Financial Planning Tax Strategies (scroll down to order)This course was updated on 4/30/2008.
This presentation integrates federal taxation with overall financial planning. The course explores tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial concerns.
This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal financial plans to clients. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual.
Beacon Hill e-ExamThis course comes with the
Beacon Hill e-Exam electronic exam answer sheet. Complete your exam online and receive an Emailed response with your certificate attached.
The
e-Exam electronic PDF form is attached directly to the downloadable PDF version of the course. If you prefer, you can print a blank answer sheet, complete it by hand, and fax it in.
If you are ordering the print version of the course, you can use the faxable answer sheet that is included with the course, or go online to our
Resources page and download the
e-Exam answer sheet form (course #405) .
Course Information
Author: Danny Santucci, J.D.
Course text (319pages): glossary; review questions, answers, and explanations; exam,
e-Exam auto-grading answer sheet, (a faxable answer sheet is also included), and reporting to CFP Board (if applicable).
Program delivery method: Self-study–print or download
Program level: Overview; Course prerequisites: Basic familiarity with federal taxation; Advance preparation: None
Subject Codes/Fields of Study: CFP Board, CPA: Taxes. NAPFA Taxes (8 cr.); Financial Planning: (7 cr.). (Download a course credit-by-subject chart:
NAPFA Subject Areas.)
CPE credit Information: CFP
®, CPA, EA, and PACE credit available in all states;
Note: N.J. CPA credits one-half stated amount. EA, PACE credit hours: Same as CPA. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
Course-sponsor numbers:
CFP Board: 1008.
NASBA: Registry: 107615; Quality Assurance Service (QAS): 050.
IRS: 593.
How to Order
Order online or by phone (800-588-7039)
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Discounts and shipping/handling, if applicable, are added during checkout, before payment.
Don't forget: Get 18% off when you order 3 or more courses!
Financial Planning Tax Strategies
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.
