Course Catalog

Golden Gate University offers degree and certificate programs at three teaching centers and online.

FI 425
Income Tax Planning

3 Unit(s)

Strategies used by financial planners to help clients achieve greater tax efficiency. Topics include income tax concepts and calculations, income tax research methods, gross income realization, exclusions and deductions, passive activities, alternative minimum tax, tax considerations of business forms, taxable and non-taxable property transactions, compensation planning, family tax planning, audit risk and dealing with the IRS. Satisfies part of the requirements to sit for the CFP examination. Prerequisite: FI 420 or FI 160.