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Income Taxes and Personal Financial Planning

X433.1 (2 semester units in Business Administration)

2 CE units for life agents--LX

A requirement in the Professional Sequence in Personal Financial Planning and an elective in the Professional Sequence in Wealth Management

This course focuses on the interrelation of income tax rules and regulations and on financial planning techniques applicable to individuals, partnerships, and corporations. Topics include income, deductions, rates, and credits; sales and exchanges; real estate; tax shelters; corporations and planning vis-á-vis the individual shareholders and employees; partnerships and subchapter "S" corporations; retirement plans; and overall coordination of the various planning techniques. Practical problems are analyzed in light of current and proposed tax laws. Enrollment is limited.

Prerequisite: See the Professional Sequence in Personal Financial Planning.

There are currently no sections open for enrollment.

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Sections closed for enrollment

Thurs. June 11, San Francisco

KIRK O. KNAPP, M.S.E.E., M.B.A., CFP, CFA, is an investment advisor and member of the faculty in Graduate Business at Saint Mary's College of California. He enjoys managing portfolios for clients and himself and teaching finance and investment management. He worked in several high technology companies in strategic marketing and founded his own independent investment advisory firm, Emerald Management.

Revised class schedule in red.

• 10 meetings
• June 11 to Aug. 13: Thurs., 6-9 pm
• San Francisco: Room 800, UC Berkeley Extension Downtown Center, 425 Market St., 8th Floor (enter on Fremont St.)
• $730 (EDP 315325)

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