Tax Planning Fundamentals Course

Develop Tax Planning Knowledge

Develop Tax Planning Knowledge

This course provides federal tax planning education and is required to obtain our Tax Planning Tax Certification.

Course Overview

This course is a popular tax planning course. Its objective is to teach students to recognize the major tax planning issues inherent in business and financial tax planning. The course focuses on fundamental concepts, the mastery of which provides a permanent frame of reference for future study of tax planning topics.

Course Length

The course is an eighteen-week course (one session per week). However, the course is an on-demand, self-study, self-paced course. Therefore, the length of the course is determined by the time you dedicate to the course and your understanding of tax planning.

Important: When you order the course, we email you the course access code and instructions. If you don't receive the email, check your Junk mail. If you order after 5:00 pm MT (4:00 pm PT, 6:00 pm CT, 7:00 pm ET), we email the course access code and instructions the morning of the next business day. We’re closed on weekends and major holidays. The code provides you access to the course for 6 months beginning from the time you access the course. Please don’t access the course until you’re ready to begin the course.

Course Format

eLearning, or electronic learning, is the delivery of learning through digital resources. eLearning is based on formalized learning, but it's provided through electronic devices such as computers, laptops, tablets, and phones connected to the Internet. eLearning makes it easy for users to learn at anytime, from anywhere, without restrictions.

eLearning integrates instruction, reading, exercises, quizzes, and support into one digital platform.

The course is presented by Consortia Accounting Business Advisors. Consortia provides white label tax preparation services to tax preparation businesses.

Consortia is a registered Postsecondary Proprietary School providing post-secondary education for educational, vocational, or professional objectives.

Chapters

  1. Taxes and Taxing Jurisdictions
  2. Policy Standards for a Good Tax
  3. Taxes as Transaction Costs
  4. Maxims of Income Tax Planning
  5. Tax Research
  6. Taxable Income from Business Operations
  7. Property Acquisitions and Cost Recovery Deductions
  8. Property Dispositions
  9. Nontaxable Exchanges
  10. Sole Proprietorships, Partnerships, LLCs, and S Corporations
  11. The Corporate Taxpayer
  12. The Choice of Business Entity
  13. Jurisdictional Issues in Business Taxation
  14. The Individual Tax Formula
  15. Compensation and Retirement Planning
  16. Investment and Personal Financial Planning
  17. Tax Consequences of Personal Activities
  18. The Tax Compliance Process

Materials

  • Learning Management System
  • eTextbook (digital)
  • Pre-assessment Test
  • Exercises and Problems
  • Answers to Exercises and Problems
  • Quizzes
  • Instructor Support
  • Post-assessment Test
  • 36 Continuing Professional Education (CPE) Credits

Steps

  1. Take Pre-assessment Test
  2. Read Textbook Chapter
  3. Complete Chapter Exercises
  4. Complete Chapter Problems
  5. Take Chapter Quiz
  6. Request Instructor Support
  7. Take Post-assessment Test

Tax Course Bundle - Members Save 28% and Nonmembers Save 10%

The tax course bundle includes Individual Tax Fundamentals, Business Tax Fundamentals, and Tax Planning Fundamentals courses.

For more information, go to Bundles.

Order

To order, select Add to Cart or Buy now.

Tax Planning Fundamentals Course
Members pay
$
319.20
USD
Non-members pay
$ 399.00 USD
$ 399.00 USD
When you join NACPB, we email new member instuctions on how to access your account. If you don't receive an email, please contact us.
Members: To receive your 20% member discount, you must be logged in.
If you are not satisfied with the item within 14 days of purchase, contact us for a refund. See refund policy

Tax Planning Fundamentals Course

Develop Tax Planning Knowledge

This course provides federal tax planning education and is required to obtain our Tax Planning Tax Certification.

Course Overview

This course is a popular tax planning course. Its objective is to teach students to recognize the major tax planning issues inherent in business and financial tax planning. The course focuses on fundamental concepts, the mastery of which provides a permanent frame of reference for future study of tax planning topics.

Course Length

The course is an eighteen-week course (one session per week). However, the course is an on-demand, self-study, self-paced course. Therefore, the length of the course is determined by the time you dedicate to the course and your understanding of tax planning.

Important: When you order the course, we email you the course access code and instructions. If you don't receive the email, check your Junk mail. If you order after 5:00 pm MT (4:00 pm PT, 6:00 pm CT, 7:00 pm ET), we email the course access code and instructions the morning of the next business day. We’re closed on weekends and major holidays. The code provides you access to the course for 6 months beginning from the time you access the course. Please don’t access the course until you’re ready to begin the course.

Course Format

eLearning, or electronic learning, is the delivery of learning through digital resources. eLearning is based on formalized learning, but it's provided through electronic devices such as computers, laptops, tablets, and phones connected to the Internet. eLearning makes it easy for users to learn at anytime, from anywhere, without restrictions.

eLearning integrates instruction, reading, exercises, quizzes, and support into one digital platform.

The course is presented by Consortia Accounting Business Advisors. Consortia provides white label tax preparation services to tax preparation businesses.

Consortia is a registered Postsecondary Proprietary School providing post-secondary education for educational, vocational, or professional objectives.

Chapters

  1. Taxes and Taxing Jurisdictions
  2. Policy Standards for a Good Tax
  3. Taxes as Transaction Costs
  4. Maxims of Income Tax Planning
  5. Tax Research
  6. Taxable Income from Business Operations
  7. Property Acquisitions and Cost Recovery Deductions
  8. Property Dispositions
  9. Nontaxable Exchanges
  10. Sole Proprietorships, Partnerships, LLCs, and S Corporations
  11. The Corporate Taxpayer
  12. The Choice of Business Entity
  13. Jurisdictional Issues in Business Taxation
  14. The Individual Tax Formula
  15. Compensation and Retirement Planning
  16. Investment and Personal Financial Planning
  17. Tax Consequences of Personal Activities
  18. The Tax Compliance Process

Materials

  • Learning Management System
  • eTextbook (digital)
  • Pre-assessment Test
  • Exercises and Problems
  • Answers to Exercises and Problems
  • Quizzes
  • Instructor Support
  • Post-assessment Test
  • 36 Continuing Professional Education (CPE) Credits

Steps

  1. Take Pre-assessment Test
  2. Read Textbook Chapter
  3. Complete Chapter Exercises
  4. Complete Chapter Problems
  5. Take Chapter Quiz
  6. Request Instructor Support
  7. Take Post-assessment Test

Tax Course Bundle - Members Save 28% and Nonmembers Save 10%

The tax course bundle includes Individual Tax Fundamentals, Business Tax Fundamentals, and Tax Planning Fundamentals courses.

For more information, go to Bundles.

Order

To order, select Add to Cart or Buy now.

This course provides fundamental federal tax planning education and is required for Tax Planning Certification.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

If you are not satisfied with the item within 14 days of arrival, contact us for a refund.
See refund policy

$ 399.00 USD


Have a Question?

Complete the form below or text us.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.