Self-Study Continuing Education Courses
for Financial Professionals

Tax Strategies for Building Client Wealth View Table of Contents [ Print This Page ] Credits: CFP®: 16 CPA: 17 Licenses: CFP CPA EA PACE About Tax Strategies for Building Client Wealth (scroll down to order) This course was updated on 5/4/2008.                    Financial advisors and tax professionals need to know the tax-economics of financial planning and wealth management. Tax professionals, in particular, are in a special position to detect a client's need for financial planning. Preparing returns discloses information on client assets, savings, business entities, and family members. Knowledge of the client's assets, activities and the tax characteristics of available entities permits investment matching for maximum after-tax return. 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. Beacon Hill e-Exam This 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 #412) . Course Information Author: Danny Santucci, J.D. Course text (296 pages): 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 Investments (2 cr.); Taxes (14 cr.) (Download a course 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) To order online: 1. (Optional) LOG-IN or OPEN AN ACCOUNT 2. ENTER QUANTITY BELOW 3. SELECT PURCHASE OPTION (Print or PDF/Download) 4. CLICK "ADD TO CART" 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! Print Price:  $149.00 Download Price:  $129.00 Quantity  Purchase Option:  Print Version Download Version