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Income Tax Planning Cover
Tax Planning Specialist

Income Tax Planning

A professional training program covering the U.S. federal income tax system, itemized deductions, capital gains, passive activity rules, AMT, and business entity selection.

Florea Hugo
Course DirectorFlorea HugoCPAForensic Accounting & Compliance

Florea is a seasoned forensic accounting and corporate compliance expert with over 15 years of experience at Deloitte and PwC. She specializes in corporate investigation, anti-corruption risk management, and comprehensive financial planning.

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Overall Progress
0%0 / 552 pages

Select any chapter to begin learning!

Course Achievements0 / 18 Badges Earned
First StepsBegan the Income Tax Planning course.
Chapter 1 MasterCompleted all lessons in Chapter 1.
Chapter 2 MasterCompleted all lessons in Chapter 2.
Chapter 3 MasterCompleted all lessons in Chapter 3.
Chapter 4 MasterCompleted all lessons in Chapter 4.
Chapter 5 MasterCompleted all lessons in Chapter 5.
Chapter 6 MasterCompleted all lessons in Chapter 6.
Chapter 7 MasterCompleted all lessons in Chapter 7.
Chapter 8 MasterCompleted all lessons in Chapter 8.
Chapter 9 MasterCompleted all lessons in Chapter 9.
Chapter 10 MasterCompleted all lessons in Chapter 10.
Chapter 11 MasterCompleted all lessons in Chapter 11.
Chapter 12 MasterCompleted all lessons in Chapter 12.
Chapter 13 MasterCompleted all lessons in Chapter 13.
Chapter 14 MasterCompleted all lessons in Chapter 14.
Chapter 15 MasterCompleted all lessons in Chapter 15.
Chapter 16 MasterCompleted all lessons in Chapter 16.
Income Tax SpecialistCompleted the entire Income Tax Planning course.

Lessons & Chapters

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Chapter 1: Introduction to Income Tax Planning

Master the core concepts of Income Tax Planning Chapter 1: Introduction to Income Tax Planning.

16 pages • 16 sectionsStart
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Chapter 2: Working With the Tax Law

Master the core concepts of Income Tax Planning Chapter 2: Working With the Tax Law.

39 pages • 39 sectionsStart
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Chapter 3: Fundamentals of Income Tax

Master the core concepts of Income Tax Planning Chapter 3: Fundamentals of Income Tax.

58 pages • 58 sectionsStart
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Chapter 4: Gross Income from Personal and Investment Activities

Master the core concepts of Income Tax Planning Chapter 4: Gross Income from Personal and Investment Activities.

56 pages • 56 sectionsStart
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Chapter 5: Gross Income from Employment

Master the core concepts of Income Tax Planning Chapter 5: Gross Income from Employment.

42 pages • 42 sectionsStart
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Chapter 6: Introduction to Deductions

Master the core concepts of Income Tax Planning Chapter 6: Introduction to Deductions.

25 pages • 25 sectionsStart
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Chapter 7: Itemized Deductions

Master the core concepts of Income Tax Planning Chapter 7: Itemized Deductions.

60 pages • 60 sectionsStart
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Chapter 8: Other Deductions, Penalties, and Loss Disallowance

Master the core concepts of Income Tax Planning Chapter 8: Other Deductions, Penalties, and Loss Disallowance.

37 pages • 37 sectionsStart
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Chapter 9: Tax Credits

Master the core concepts of Income Tax Planning Chapter 9: Tax Credits.

30 pages • 30 sectionsStart
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Chapter 10: Basis Rules, Depreciation, and Asset Categorization

Master the core concepts of Income Tax Planning Chapter 10: Basis Rules, Depreciation, and Asset Categorization.

44 pages • 44 sectionsStart
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Chapter 11: The Taxation of Capital Assets

Master the core concepts of Income Tax Planning Chapter 11: The Taxation of Capital Assets.

23 pages • 23 sectionsStart
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Chapter 12: Business Assets

Master the core concepts of Income Tax Planning Chapter 12: Business Assets.

19 pages • 19 sectionsStart
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Chapter 13: Nontaxable Exchanges

Master the core concepts of Income Tax Planning Chapter 13: Nontaxable Exchanges.

40 pages • 40 sectionsStart
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Chapter 14: Passive Activity Rules

Master the core concepts of Income Tax Planning Chapter 14: Passive Activity Rules.

25 pages • 25 sectionsStart
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Chapter 15: Alternative Minimum Tax

Master the core concepts of Income Tax Planning Chapter 15: Alternative Minimum Tax.

20 pages • 20 sectionsStart
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Chapter 16: Business Entity Selection and Taxation

Master the core concepts of Income Tax Planning Chapter 16: Business Entity Selection and Taxation.

18 pages • 18 sectionsStart