Income Taxes and Personal Financial Planning
X433.1 (2 semester units in Business Administration)
2 CE units for life agents--LX
A requirement in the Professional Sequence in Personal Financial Planning and an elective in the Professional Sequence in Wealth ManagementThis course is designed to enable the professional providing personal financial planning services to recognize many of the income tax planning opportunities and dilemmas that may arise. It focuses on the interrelation of the more common income tax rules and regulations and on planning techniques applicable to individuals, partnerships, and corporations.
Topics include income, deductions, rates, and credits; sales and exchanges; real estate; tax shelters; corporations and planning vis-a-vis the individual shareholders and employees; partnerships and Subchapter S corporations; retirement plans; and overall coordination of the various planning techniques. Practical problems are analyzed in light of current and proposed tax laws.
Enrollment is limited.Prerequisite: See the
Professional Sequence in Personal Financial Planning.
Click below for sections, start dates, locations, instructors,
and to enroll.
Thurs. May 29, San Francisco
VINCENT LI, M.S., CPA, is a consultant with Delagnes, Mitchell & Linder. As a former manager at Ernst & Young, he focused on tax issues and planning opportunities related to the software and biotechnology industries. He has more than 14 years of tax and accounting experience in the areas of real estate, small business, and personal tax planning.
- 10 meetings
- May 29 to July 31: Thurs., 6-9 pm
- San Francisco: Room 805, UC Berkeley Extension Downtown Center, 425 Market St., 8th Floor (enter on Fremont St.)
- $730 (EDP 304667)
Enroll
Textbook(s) for this course:
Prentice Hall's Federal Taxation 2009: Individuals
Author: Thomas R. Pope, Kenneth Anderson, John Kramer
Publisher: Prentice Hall
Edition: 22
Publication Year: 2008
ISBN: 0136067042
Sections closed for enrollment
Thurs. March 20, San Francisco
MICHAEL FONTANELLO, B.S., CPA, a partner of Fontanello, Duffield & Otake, LLP, has more than 20 years of public accounting experience. His practice focuses on income and estate taxes, accounting, and auditing, with an emphasis on nonprofits. He is a member of the American Institute of Certified Public Accountants, the California Society of CPAs, and the San Francisco Bay Area CPA Society.
- 10 meetings
- March 20 to May 22: Thurs., 6-9 pm
- San Francisco: Room 804, UC Berkeley Extension Downtown Center, 425 Market St., 8th Floor (enter on Fremont St.)
- $730 (EDP 303651)
Courses begin every month. A new edition of our catalog is published
three times a year in early April, July and December.