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PFP Home > Resources > Financial Goals > Tax Planning

Tax Planning

Income Tax Planning has implications in all areas of Personal Financial Planning. Whether your clients are looking into accumulating funds for retirement, purchasing insurance, choosing among alternative investments, or almost any other financial inquiry, they will invariably ask: "What are the tax consequences?"

 

Find out more about Income Tax Planning in the context of Personal Financial Planning.  

The CPA's Role in Income Tax Planning
In a financial planning environment, your role in developing tax planning strategies is broadened by the need to coordinate your analyses and recommendations with the goals, analyses, and strategies of other financial areas. Learn More>>
Introduction to Personal Income Tax Planning
In the context of personal financial planning, income tax planning is driven by your client's overall financial planning goals, and is not an end in itself. Learn More>>
Summary of the Tax Increase Prevention and Reconciliation Act of 2005
PFP Section Member
On May 17, 2006, President Bush signed into law the Tax Increase Prevention and Reconciliation Act of 2005 ("TIPRA"). The Act extends provisions relating to capital gains and dividends, the alternative minimum tax, and small business expensing. The Act also contains several other provisions, including changes that impact the "kiddie tax" rules and Roth IRA conversions. Learn More>>
Corporate-Owned Life Insurance
PFP Section Member
Corporate-owned life insurance (COLI) is a type of policy employers can own on the life of one or more of their employees. In addition to owning the policy, the corporation is also the beneficiary. This section will discuss how COLI is used to fund nonqualified deferred compensation plans as well as tax considerations to be aware of. Learn More>>