Online Course
Income Tax Planning
Overview
Tax planning is an integral part of achieving an individual’s financial goals. This course covers specific knowledge of tax calculation, accounting, and impact of business structures in a planning context. The financial planner must have a good general working knowledge of the tax laws in order to effectively assist his or her clients. This course will discuss the “tools” of income tax planning, such as compliance, computation of tax, and character of income, and the “techniques” of income tax planning, such as timing of income and deduction, charitable planning, and planning for the sale of assets.
Covers the CFP Board’s Principal Knowledge Topics F.42 – 51.
*We advise that you allow at least 10 hours per week per course for adequate course preparation.
Jan & Aug
Traditional Track Schedule
Prerequisites
While there are no special degree requirements to participate in the FSU Certificate in Financial Planning program, the level of instruction is that of an upper-division college course. A bachelor’s degree is a condition of CFP® certification, although not a requirement to be able to sit for the Certification Examination.
We strongly recommend that students complete Introduction to Financial Planning prior to taking this course.
Basic computer literacy including: the ability to connect to the Internet and navigate the web using search engines and links, the ability to use online communication tools including email and discussion boards, the ability to send and receive email attachments, and the ability to navigate software including saving and opening files to and from specific locations.
Online Fast Track Program
Feb & July
Accelerate your journey through financial planning with our fast-track program, designed to cover key concepts and practical skills in a condensed time frame. Ideal for those seeking to gain expertise quickly without compromising on depth and quality.
Course Materials
Course Materials
The Tools & Techniques of Income Tax Planning, 7th Edition
Leimberg, Jackson, Katz, Scroggin, & Keebler
ISBN: 978-1-949506-57-0
Published by: The National Underwriter Company
Available as E-book, PDF, or hard copy at many online retailers including the publisher, The National Underwriter Company.
To purchase directly from the publisher with the FSU discount ($100) contact:
Jay Caslow
614-562-6462
Instructor
Tom Harrison, Jr.
CPA, CFP®
Tom Harrison received his Bachelor of Science in Accounting and Bachelor of Science in Finance from Florida State University in 1996. He joined Lanigan & Associates, P.C. in 1997 and has been a Certified Financial Planner, CFP since 2002. Tom is also a Certified Public Accountant, CPA. He has led several niche development projects including L&A Forest Products Group, Employee Benefit Plan audits and administration, serves as a member of the peer review oversight team, and Personal Financial Planning. Tom also has served as an Adjunct Professor at Thomas University and Southwest Georgia Technical College.
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