This 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. Practical problems are analyzed in light of current and proposed tax laws.
Enrollment is limited.
Students should possess a minimum of a bachelor's degree and at least two years of professional experience in a financial services field. Please provide a brief description of relevant experience, including duration and extent, along with your contact information. He is a member of the American Institute of Certified Public Accountants, the California Society of CPAs, and the Non-Profit Committee of the San Francisco Bay Area CPA Society. He has 16 years of public accounting experience. His practice includes income taxation, estate planning, and work with private foundations and other nonprofit organizations.