Income Tax Planning - 16th Ed.
17th Ed. Coming Soon!

Income Tax Planning - 16th Ed.17th Ed. Coming Soon!

17th Edition coming soon!


Stay informed with the most up-to-date information! New content in this latest and greatest edition:

  • All text, exhibits and examples updated with 2023 numbers.
  • Added clarification of marginal tax rate versus effective tax rate.
  • Added section on tax planning strategy to fully utilize lower tax brackets to achieve tax efficiency over time.
  • Added tax treatment of virtual currency, including:
    *  IRS definition of virtual currency
    *  Reporting
    *  Substantiation of fair market value
    *  Virtual currency as a capital asset
    *  Holding period
    *  Virtual currency held for investment
    *  Virtual currency used in payment transactions

This is just to name a few! Many more updates are included in the 16th edition!


How many Ph.Ds, JDs, CPAs, CFPs and CFAs does it take to write a really, really good text on income tax planning?

Two, two, two, three, and one, respectively. Plus, every one of the text’s authors has taught and practiced individual tax. That’s a lot of brainy, real-world perspective packed into one book. Anyone who reads this text will come away with the confidence of understanding the Form 1040 and knowing how to competently prepare a return.

Inside Income Tax Planning is the history of the income tax and the contribution to tax revenue from business, individual, employee and transfer taxes. Plus, the text’s presentation of The Triads of Tax actually makes it easy to understand the Internal Revenue Code. Also included is a comprehensive overview of the tax implications due to the Affordable Care Act.

This professional income tax planning perspective services multiple applications:

  • In an income tax planning course as part of a comprehensive curriculum in financial management or financial management
  • As a reliable and comprehensive reference for practicing financial professionals
  • As the planning component in a Masters In Tax program
  • Income Tax Planning also meets all of the educational requirements for an Income Tax Planning Course in any CFP Board-registered program



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ISBN: 978-1-946711-23-6