CPE: 3 hours
Prerequisites: Basic knowledge of income tax planning
Advanced prep: None
Who should attend: Financial planners preparing for the PFS exam or who need a refresher on PFP skills
This deep-dive session examines the federal income tax system, with particular reference to the taxation of individuals and businesses. Participants will also get an in-depth review of the various tax-related aspects of investments, life insurance, annuities and securities.
- Understand filing statuses available for individuals
- Examine the financial planning implications of itemized deductions
- Understand the income tax filing requirements for individuals and businesses