Foundations of Tax
Foundations of Tax consists of three progressive learning modules. It starts with the history and evolution of taxes in the United States. An overview is provided of the conceptual foundations of the U.S. tax code, delving into the most common taxes, tax forms, and how recent tax law changes have affected some taxpayers. Additionally, participants gain insights into private foundations and public charities, understanding their advantages and disadvantages, along with key distinctions to inform philanthropic decision-making. Practical application is emphasized through a tax mini-case, and the course concludes with a comprehensive summary of tax planning tips and important dates to remember.
This 100% online course allows individuals and families to get started right away and work at their own pace.
This comprehensive course includes:
- Interactive course content
- Additional readings from industry experts
- Curated book chapter from Don’t Leave a Mess by Sandy Pollack
- Optional text narration
- Two applied learning homework assignments
- One podcast video
Program Outline
Foundations of Tax
Foundations of Tax includes three modules that cover the history and purpose of taxation, personal income taxes, the role of taxes in estate planning, and entity and charitable taxation. The course reviews taxes at the state and federal levels and features an estate freeze case study.
Pricing
$1,200
Individual: 1 User
- Access to 3 Modules
- Go At Your Own Pace
- Total Privacy
- Content Updated Regularly
- Unlimited Access for 1 Year
Group Pricing Available
- Perfect for Family Offices, Families, Siblings, Cousins or Peers
- Pace with Group or Individually
- Total Privacy
- Additional Features
- Track Progress of Group
- Share Notes, Questions, & Thoughts
- Document Storage
- Contact Us for payment options
- Access your courses anytime, anywhere, with a computer, tablet or smartphone
- Videos, quizzes and interactive content designed for a proven learning experience
- Unlimited access. Take your courses at your time and pace
- This course is designed to take 1-3 weeks with approximately 2-3 hours per week of study. If you put in more hours per week, you will finish sooner.
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