Taxes aren't taxes - they are dollars in terms of the net return on investment. All tax professionals need to know the tax-economics of investing for themselves and their clients. The tax professional is in a special position to detect a client's need for financial planning. Preparing returns discloses assets, savings, business entities, and family members.
This mini-course explores and analyzes the basic concepts of cash management, budgeting, savings, investment goals and asset selection using a variety of tools found on the Internet. The rapid rise of the Internet as a broad-based and effective investment tool accentuates the practitioner's need for Internet familiarity.
After reading the materials, participants will be able to:
- Identify investment goals and purposes noting their differences by:
Specifying the key financial planning elements in the acquisition and management of investments and identify forms of physical and financial assets noting their investment characteristics; andRecognize active and passive investment strategies specifying situations where they might meet client financial objectives.
- Specifying the impact of inflation and taxes (versus tax free) on an investment’s rate of return,
- Determining methods of cash management and budgeting noting the role of savings in wealth creation, and
- Recognizing corporate and self-employed retirement plans stating their cost, operation, and application to client needs.
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.
home or office
||2 Tax CPE (For PA CPAs Only)
understanding of federal income taxation
||Self-Study e-book with on-line test (10 exam questions)
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