Tax Planning

Investment and Tax Planning

The Personal Financial Planner program is the financial planning course designed for those employed in the banking industry.

Course 4 is a comprehensive study of investments and taxation. Topics covered include:

Investment Overview
Stocks, Bonds, Options, Money Market Instruments, and Derivatives
Investment Planning
Personal Taxation
Corporate Taxation
Taxation of Investments

Because taxes affect virtually every financial decision, having timely knowledge of tax laws and issues greatly enhances your effectiveness as a financial professional and broadens your opportunities to do business. This third course emphasizes the fundamentals of individual income taxation, the tax implications of various types of businesses, tax-advantaged investments, employee compensation issues and planning, alternative minimum tax, tax traps, and more. Study topics include:

Income Tax Concepts, Basic Terminology & Tax Calculations
Tax Accounting & Forms of Business
Income Tax Aspects of Property Acquisitions & Introduction to Property Dispositions
Income Tax Aspects of the Disposition of Property
Passive Activity Losses & Related Topics
Income Tax Aspects of Securities
Tax Planning for the Family
Tax Law Research & Special Income Tax Considerations

This course provides an introduction to taxes, primarily federal income tax. Tax planning is very important since the biggest expenditure you make in your lifetime is the money you pay in taxes. On completion of this course, you will be familiar with several legal strategies that can be used to reduce federal income taxes.

Objectives:
This course provides an introduction to taxes, primarily federal income tax. Tax planning is very important since the biggest expenditure you make in your lifetime is the money you pay in taxes and helps the user understand several legal strategies that can be used to reduce federal income taxes.

This module broadly covers the knowledge required by a CFP professional to advise their clients on the various tax laws and tax planning tools, namely:
Income-tax computation for Individuals, Companies, Trusts and other bodies.
Capital Gains and Indexation
House Property
Deductions and Allowances
Non Resident Indian tax laws
Tax Management Techniques

Estate planning, the second section to this module, is also vital to any financial plan. It mainly covers:

Wills
Trusts
Indian Succession Act
Power of Attorney
Joint ownership of property

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