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Assets, Income & Cash (Self-Study) 3 Tax PA CPE
Assets, Income & Cash (Self-Study) 3 Tax PA CPE

Assets, Income & Cash (Self-Study) 3 Tax PA CPE

Your Price $25.99
In Stock.
Course Number:TAX-DS002
  • CPE Credits:3 Tax CPE (PA CPAs Only)
  • Delivery Method:Self-Study
  • Format:e-book
  • Author:Danny C. Santucci

Assets, Income & Cash  (Self-Study) 3 CPE (For PA CPAs Only)

This mini-course integrates federal taxation with overall financial planning. The course explores tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial concerns. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of financial planning.

Learning Objectives:

After reading the materials, participants will be able to:

  • Identify investment purposes and retirement misconceptions, the multi-step retirement process and the elements of investment planning.
  • Determine income types, from a tax perspective, to be budgeted into cash so that income-producing assets can be acquired and managed for an effective investment plan.
  • Recognize the means of achieving tax deferral noting like-kind exchanges, retirement plans and installment sales, and specify the double financial benefit of exchanging through tax postponement and possible tax elimination.
  • Determine how to use tax credits, estimated taxes, and basic deductions to effectively reduce federal income tax and thereby increase discretionary income for investment purposes.
  • Specify formats for income splitting that can benefit taxpayers by lowering overall taxes as a unit and permitting wealth and tax allocation among individuals or entities.
  • Identify the tax benefits of the $500,000 home sales exclusion, municipal bonds, divorce and separation settlements, gifts and inheritances, life insurance, fringe benefits, and Social Security to eliminate tax on realized gain and ordinary income.

The Author:
Danny C. Santucci earned his Bachelor of Arts in Political Science from the University of California at Irvine in 1969. He received his Juris Doctorate from Boalt Hall School of Law, University of California at Berkeley in 1972, at which time he began practice as a tax attorney in Southern California. His legal career started with the business and litigation firm of Edwards, Edwards, and Ashton. Later he joined the Century City entertainment firm of Bushkin, Gaims, Gaines & Jonas working for many well-known celebrities. In 1980, Danny established the law firm of Santucci, Potter, and Leanders, in Irvine, California. Serving as a lecturer for the Continuing Education of the Bar of California, Golden Gate University, and numerous state C.P.A. societies, Danny has taught a variety of tax, business, and real estate courses.

Where: Your home or office
Author: Danny C. Santucci
CPE Credits: 3 Tax CPE (For PA CPAs Only)
Course Level: Overview
Field of Study:  Taxes
Prerequisites: General understanding of federal income taxation
Advanced Preparation: None
Delivery Method: Self-Study e-book
Tech Support: Bill Kline Email: [email protected] or
Phone: 267-251-3805

For more information regarding refunds, concerns, and program cancellation policies, please contact our office at 1-855-255-2466 or review our frequently asked question page.

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