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Course/Product Description
Title:

Financial Tax Planning Mini Course

SKU:PA- 1001922
Format: Self-Study Course
Order:Qty: Select State:
Description:

This mini-course 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.

Course includes discussion of:

  • Financial tax planning
  • Building an estate
  • Tax deferral, reduction, income splitting and elimination

Objectives:

  • To understand the central role of taxes in financial planning
  • To convert taxable income into long-term assets

Course Format
Self-Study - practitioners will receive a Printed Workbook upon purchasing this course.

Exam Format
After you have completed reviewing the text material, you have the option of faxing or mailing your exam. Or, you may take your exam in our convenient, untimed online format at no additional cost. Tests average 5 questions for each CPE credit offered. For example, a CPE test worth 20 credits would include about 100 questions.

A score of 70% or better is required to pass this course, although there is no limit to the number of times you may take the exam in order to pass.

CPE Certification
When you successfully pass the online exam, your Certificate of Completion will be displayed on the screen. Print it out on your printer by using the "Print" command in your web browser.

This course is accepted in all but the following states for CPE credit: FL, MN, MS, MT, OR, SC, &TN.

Course Level: Basic
Prerequisites: None
Field of Study: Taxation

About The Author
Danny C. Santucci earned his Bachelor of Arts in Political Science from the University of California at Irvine in 1969. He received his Juris Doctorate from Boalt Hall School of Law, University of California at Berkeley in 1972, at which time he began practice as a tax attorney in Southern California, and later established the law firm of Santucci, Potter and Leanders, in Irvine, California.

With increasing lecture and writing commitments, Danny went into sole practice in 1995. His practice emphasizes business taxation, real estate law and estate planning.

Serving as a lecturer for the Continuing Education of the Bar of California, Golden Gate University, and numerous state C.P.A. societies, Danny teaches a variety of tax, business and real estate courses. Danny is in demand all across the country as a speaker for all levels of professional and civic organizations and numerous major seminar circuits.

The author of 25 texts, Danny speaks to over 2,000 people per month and travels more than 150,000 miles annually. He is listed in "Who's Who in Creative Real Estate" and is admitted to the American Exchangor Hall of Fame.

About The Provider: JN Productions has been a self-study CPE provider since 1994. All of our CPE courses have been developed using national and state guidelines so that the material will be accepted nationwide for accounting CPE credit.

JN Productions is a NASBA Registry QAS provider and our courses are accepted by all 50 state Boards of Accountancy.

In addition:
-We are an IRS approved Continuing Education Provider.
-Our courses meet the CPE credit standards of the Institute for Management Accountants CMA designation. CMAs should choose courses from acceptable subject areas, as outlined in the IMA’s Continuing Education Requirements and Rules.

CPE Courses are offered in the following fields of study: Accounting, Auditing, Taxation, Management Advisory Services, Marketing, Administrative Practice, Finance, Business Law, Ethics, & Specialized Knowledge. All course are available as online courses or with optional printed workbooks.
Price: $45.00
Applicable Discounts:Required VolumeDiscountPrice
 Qty: 2$4.50$40.50
 Qty: 5$6.75$38.25
 Qty: 10$11.25$33.75
More Info: Contact Us For More Information
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Keywords For This Course:

CPA training, CPE Courses, Taxation, Financial Planning

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