Income Tax Planning

Income Tax Planning - 16th Edition ISBN: 978-1-946711-23-6

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.
  • New section on income from crowdfunding and 1099-K reporting.
  • New section on qualified charitable distributions from IRAs.
  • Updated for the InflationReduction Act of 2022, including:
    • Residential Clean Energy Credit
    • Energy Efficient Home Improvement Credit
    • Clean Vehicle Credit
    • Credit for Previously-Owned Clean Vehicles
    • Corporate AMT
  • Updated for currently effective provisions of the SECURE 2.0 Act of 2022, including:
    • 529 plan rollovers to Roth IRAs
    • Increased age for beginning required distributions from IRAs and qualified plans
    • Self-employed Roth SEP and SIMPLE elections
    • New penalty exceptions for early distributions from IRAs and qualified plans
    • Reduction of penalty for late required minimum distributions from IRAs and qualified plans
    • Enhancements to Small Employer Pension Plan Start-up Costs Credit 
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.
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
  • Income Tax Planning, 16th Ed. eISBN: 978-1-946711-24-3
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