Course

Income Taxation in Personal Financial Planning


Designed for students intending to become financial planning professionals, this course focuses on the interrelationship between common income tax rules and planning techniques that are applicable to individuals.

Topics include:
  • Income
  • Deductions
  • Credits
  • Sales and exchanges
  • Real estate transactions
  • Compensation planning and stock options
  • Retirement plans
  • Business entities
  • Overall coordination with the individual's financial plan.
  • Prerequisite(s):



    Sections Open for Enrollment:

    Open Sections and Schedule
    Start / End Date Units Location Cost Instructor
    04-17-2020 to 06-26-2020 3.5 CLASSROOM $720

    Nancy A Pyzel

    Enroll

    Schedule

    Date: Start Time: End Time: Meeting Type: Location:
    Fri, 04-17-2020 6:00 p.m. 9:30 p.m. Classroom with Online Materials SANTA CLARA
    Fri, 04-24-2020 6:00 p.m. 9:30 p.m. Classroom with Online Materials SANTA CLARA
    Fri, 05-01-2020 6:00 p.m. 9:30 p.m. Classroom with Online Materials SANTA CLARA
    Fri, 05-08-2020 6:00 p.m. 9:30 p.m. Classroom with Online Materials SANTA CLARA
    Fri, 05-15-2020 6:00 p.m. 9:30 p.m. Classroom with Online Materials SANTA CLARA
    Fri, 05-29-2020 6:00 p.m. 9:30 p.m. Classroom with Online Materials SANTA CLARA
    Fri, 06-05-2020 6:00 p.m. 9:30 p.m. Classroom with Online Materials SANTA CLARA
    Fri, 06-12-2020 6:00 p.m. 9:30 p.m. Classroom with Online Materials SANTA CLARA
    Fri, 06-19-2020 6:00 p.m. 9:30 p.m. Classroom with Online Materials SANTA CLARA
    Fri, 06-26-2020 6:00 p.m. 9:30 p.m. Classroom with Online Materials SANTA CLARA

    Course Inquiry

    Ask us any questions you may have about this course.

    Contact Us
    Speak to a student services representative.

    Call (408) 861-3860

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