This course is designed to provide a comprehensive overview of the principles and practices of tax planning. The course covers topics such as the basic structure of the tax system, common types of taxes, and the importance of keeping accurate and up-to-date records for tax purposes. It also discusses the various strategies and techniques that individuals and businesses can use to minimize their tax liabilities, such as maximizing deductions and credits, deferring income, and using tax-advantaged investments. Additionally, the course covers the tax implications of common life events, such as buying a home, starting a business, and getting married, as well as the role of tax planning in retirement and estate planning. By the end of the course, students will have a thorough understanding of the principles and practices of tax planning, and be able to use this knowledge to make informed decisions about their own taxes.
Course Features
- Lectures 27
- Quiz 0
- Duration Lifetime access
- Skill level All levels
- Students 162
- Certificate No
- Assessments Yes
Curriculum
- 4 Sections
- 27 Lessons
- Lifetime
- Tax Planning Basics4
- Strategies for Individuals12
- 2.0Tax Bracket Management5 Minutes
- 2.1Income Shifting11 Minutes
- 2.2Stock Loss Harvesting6 Minutes
- 2.3Overview of Itemized Deductions9 Minutes
- 2.4Tuition Tax Credit6 Minutes
- 2.5HSA4 Minutes
- 2.6Charitable Donations8 Minutes
- 2.7Conservation Easement15 Minutes
- 2.8Estimated Tax Payments7 Minutes
- 2.9529 College Savings Plan6 Minutes
- 2.10Income Tax by State7 Minutes
- 2.11Historic Conservation Easment6 Minutes
- Strategies for Businesses6
- Individual Retirement Accounts5