Personal & Family Tax Planning

This course will cover principles, current law and practice of income taxation and the impact on financial planning for individuals, couples and families in their roles as investors, employees and business owners.

Course Objectives

Upon completion of this course, students will be able to:

• Explain tax laws and their impact on financial planning for households.
• Apply tax planning techniques to financial planning scenarios.
• Complete a tax return for an individual.
• Explain the integration of tax planning into the six step financial planning process.
• Evaluate and explain the impact of taxes on family financial decisions throughout the life cycle.
• Describe the underlying economic and management principles used to help families make tax planning decisions.
• Describe the interactions between taxes and market conditions to assist families with financial decisions.
• Explain the economics of taxation.
• Describe the practice management standard.

Note: A request for refund must be received in writing within 10 days of beginning the course and can take up to 4 weeks to process.  Refund requests should be sent to the address, e-mail or fax below.  We reserve the right to modify or cancel a course/event when circumstances warrant, including insufficient registrations. In the event of cancellation, each registrant will be notified and issued a full refund. The University of Florida is not responsible for any other related expenses.  Please send refund requests to Christina Collingwood, University of Florida, P.O. Box 110310, Gainesville, FL  32611-0310 or to email nlsloan@ufl.edu or to fax number 352-392-8196.