Webcast: PFP Boot Camp: Income Tax Planning (WBPFPINC16)
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When: 11/14/2016
9:30 AM until 12:00 PM
Where: Webcast
United States
Presenter: Thomas N. Tillery, CFP, CLU, ChFC, CRPC, LUTCF

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Acronym WBPFPINC16
CPE 3 hours
Vendor AICPA
Level Intermediate
Yellow Book No
Prerequisite Basic knowledge of income tax planning
Who should attend Financial planners preparing for the PFS exam or who need a refresher on PFP skills
Members $139
CPA Non-Members $179

The Member rate applies to LCPA members, reciprocal state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.


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.


When you complete this course you will be able to:

  • Understand filing statuses available for individuals
  • Examine the financial planning implications of itemized deductions
  • Understand the income tax filing requirements for individuals and businesses
  • Classify businesses for income tax purposes according to the check-the-box regulations
  • Illustrate the benefits of income splitting
  • Discuss the tax limitations imposed on the tax-deductibility of gifts made to charity
  • Describe the requirements necessary to defer recognition of gain in a like-kind exchange under Section 1031
  • Identify the classification of assets for income tax purposes


  • Federal income tax system
  • Tax filing statuses and requirements
  • Tax deductibility of gifts
  • Section 1031
  • Asset classification