Foundations of Tax - Course 1

  • 16 Lessons

Instructors

Kirby Rosplock

Kirby Rosplock (Ph.D.)

Born into a very successful enterprising family, Kirby learned family wealth basics the way most affluent offspring do (or don’t) Read More

About Course

In this course, the complex and ever-changing world of taxes is introduced. Students learn about the history and evolution of taxes in the United States. Read More

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Overview

  • Goals

Tax Code History and Evolution Overview

  • A Constantly Changing Landscape

  • Taxes: A Necessary Evil?

  • The Purpose of Taxes

Tax Categorizations

  • Progressive, Proportional, and Regressive Taxes

Income Tax

  • Personal Income Taxes

  • Your Income Tax Picture

  • To Itemize or Not

  • Qualified Business Income Deduction (QBI)

  • Common Tax Forms

  • State Taxation

Tax on Wages - Independent Contractor

  • Payroll Tax

Tax on Investments

  • Capital Gains and Net Investment Income Taxes

  • Min Tax Case: Marisol’s Career Decision

Considerations

  • Estimated Payments and Deadlines

Conclusion

  • Wrap Up

Test Your Knowledge

  • Quiz Locked

In this course, the complex and ever-changing world of taxes is introduced. Students learn about the history and evolution of taxes in the United States. An overview is provided of the conceptual underpinnings of the U.S. tax code, the most common taxes and tax forms, and how recent tax law changes have affected some taxpayers. Learning from this course is put into action with a tax mini-case and wraps up with an overview of tax planning tips and key dates to remember.

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