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This course provider is registered with the National Association of State Boards of Accountancy as a Quality Assurance Service (QAS) sponsor of continuing professional education. Participating state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding QAS program sponsors may be addressed to NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Website: www.nasba.org. |
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Course Title:
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'10 Financial Planning Tax Strategies |
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Course Code  |
4905 |
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Course Description |
BEACON HILL FINANCIAL EDUCATORS:
CPA*, CFP®, EA, and PACE credit.
This course was updated on 8/2010.
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.
Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of financial planning.
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.
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Subject Area |
Taxes |
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CreditHours |
Credential |
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Measurement Unit |
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Recommended Credit Hours |
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QASHours |
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CPA
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CPE
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15
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CFP™
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CE
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10
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CPA
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CPE
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15
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Delivery Method |
Self-Study |
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State |
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Facility |
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Start Date |
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End Date |
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Start Time |
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End Time |
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Instructor |
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Course Level |
Overview |
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Learning Objective |
See Program Content. |
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Program Content |
Chapter 1 Financial Tax Planning
Investment purposes
Investment goals
Basic planning elements of tax economics
Objectives:
Compare goals and purposes
Determine retirement objectives
Chapter 2 Building An Estate
Types of taxable income
Cash management and budgeting
Objectives:
Develop a budget
Asset management
Chapter 3 Preservation of Wealth
Tracking spending habits
Determining net worth
Planning responsibility
Diversification
Objective:
Develop good savings habits
Chapter 4 Deferral
Importance of deferral
Deferral techniques
Objective:
Achieve dollars savings by tax deferral
Chapter 5 Reduction
Tax credits
Tax deductions
Objective:
Examine tax reduction through the use of credits and deductions
Chapter 6 Income Splitting
Wealth allocation
Income splitting among persons and entities
Objective:
Use entities and family members to split income
Chapter 7 Elimination
Tax elimination techniques
Tax exclusions
Objective:
Use tax exclusions to build wealth
Chapter 8 Estate Planning
Primary dispositive plans
Trusts
Objective:
Use wills and trusts to save estate taxes
Index
Glossary
Exam
e-Exam electronic exam answer sheet (see Additional Notes below) |
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Course Prerequisites |
None |
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Advanced Preparation |
None |
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Cost |
$109 |
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Administrative Policies |
You may return any course within 30 days of purchase (and before we receive the exam for grading) for a full refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 1-800-588-7039.
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Additional Notes |
Prices, Availability Download: $109.Print: $129 plus shipping/handling.
Order online or by phone (800-588-7039).
All of our courses include our e-Exam interactive PDF answer sheet that you submit electronically for instant results and a certificate.
What's our greatest strength?
Customer service: We are good about answering the phone (or returning calls). No phone menus, no waiting on hold.
We usually ship printed courses same day.
We also have a great Website. Visit us at www.bhfe.com. To go directly to the course description, use the link below.
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Course URL |
http://www.bhfe.com/store/financial-planning-tax-strategies,Product.asp |
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Contact Information |
Call Dave
Beacon Hill Financial Educators
144 Cape Newagen Road
Southport, Maine 04576
USA
Phone:800-588-7039
Fax:877-902-4284
Click below to go directly to the provider's website.
http://www.bhfe.com
Click below to email the provider about this course:
Call Dave
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