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Taxation Basics and Strategies
9 course modules and mini-course templates
Self-Employment and Small Business Taxes
This course covers the fundamental concepts of self-employment and small business taxes, including record keeping, deductions, estimated payments, and filing requirements. It is designed to help self-employed individuals and small business owners understand their tax obligations and maximize their tax savings.
Tax Planning for Major Life Events
This course covers the fundamental concepts of tax planning in relation to significant life events, including marriage, home ownership, having children, retirement, and estate planning. Students will learn strategies to minimize tax liability and maximize savings during these transitional periods.
Personal Tax Preparation: A Step-by-Step Guide
Learn the fundamentals of personal tax preparation in this comprehensive course, designed to guide you through the process step-by-step. Gain practical knowledge and skills to accurately prepare and file personal tax returns, while staying current with tax laws and regulations.
Navigating an IRS Audit
This course covers the necessary steps and procedures for successfully navigating an IRS audit, including preparing for the audit, understanding what to expect during the audit process, and responding to audit findings. It is designed to help taxpayers and businesses understand their rights and responsibilities during an audit and to provide strategies for resolving any issues that may arise.
Understanding Your Tax Obligations
This course covers the fundamentals of tax obligations for individuals, including filing requirements, deductions, and common types of taxes. Students will gain a solid understanding of how to meet their tax responsibilities and avoid penalties, while also learning strategies to minimize their tax burden.
State and Local Taxes: What You Need to Know
This course covers the fundamental concepts and complexities of state and local taxation, providing a comprehensive understanding of various tax types, filing requirements, and compliance issues at the state and local level. Through real-world examples and practical insights, learners will develop the skills needed to navigate the challenging landscape of state and local taxes, ensuring accurate reporting and minimizing potential liabilities for individuals and businesses.
Investment Taxation: Capital Gains and Dividends
This course explores the tax implications of investment activities, with a focus on capital gains and dividends. Through detailed analysis and practical examples, students will learn how to navigate the complex tax regulations surrounding investment income, and how to make informed decisions that maximize after-tax returns.
Advanced Tax Strategies for High Earners
This course is designed for high earners seeking to navigate the complexities of advanced tax strategies. It covers topics such as tax-efficient investment planning, strategic charitable giving, and business structuring to minimize tax liability, while maximizing wealth accumulation and financial growth.
Tax Deductions and Credits: Maximizing Your Savings
This course will help you navigate the complex world of tax deductions and credits, empowering you to make informed decisions and maximize your savings. Through real-world examples and practical guidance, you'll learn to identify eligible deductions and credits, accurately calculate and claim them, and maintain proper records to support your claims.