Tax Planning Fundamentals Training Course

America's #1 Tax Planning Course

Tax Planning Fundamentals Training Course

Nonmembers View the First Session for Free

Access to the video is sent to the email address you provide below.

Course Overview

This course is a popular tax planning course. Its objective is to teach students to recognize the major tax issues inherent in business and financial transactions. The course focuses on fundamental concepts, the mastery of which provides a permanent frame of reference for future study of advanced tax topics.

Course Length

The course is a eighteen-week course (one session per week). However, the course is an on-demand, self-study, self-paced course. Therefore, the length of the course is determined by the time you dedicate to the course and your understanding of individual federal tax.

Important: When you purchase the course, we email you the course access code and instructions usually within an hour. If you don't receive the email, please check your Junk mail.

If you purchase the course after 5:00 pm MT (4:00 pm PT, 6:00 pm CT, 7:00 pm ET), we email you the course access code and instructions the morning of the next business day. We are closed on the weekend and major holidays.

The code provides you access to the course for 6 months beginning from the time you access the course.

Course Agenda

  1. Taxes and Taxing Jurisdictions
  2. Policy Standards for a Good Tax
  3. Taxes as Transaction Costs
  4. Maxims of Income Tax Planning
  5. Tax Research
  6. Taxable Income from Business Operations
  7. Property Acquisitions and Cost Recovery Deductions
  8. Property Dispositions
  9. Nontaxable Exchanges
  10. Sole Proprietorships, Partnerships, LLCs, and S Corporations
  11. The Corporate Taxpayer
  12. The Choice of Business Entity
  13. Jurisdictional Issues in Business Taxation
  14. The Individual Tax Formula
  15. Compensation and Retirement Planning
  16. Investment and Personal Financial Planning
  17. Tax Consequences of Personal Activities
  18. The Tax Compliance Process

Course Materials

The materials included with this course include:

  • eTextbook (digital) with print loose-leaf textbook option
  • Pre-assessment Test
  • Exercises and Problems
  • Answers to Exercises and Problems
  • Quizzes
  • Instructor Support
  • Post-assessment Test
  • 36 Continuing Professional Education (CPE) Credits

Note: NACPB courses are delivered in an eLearning format. For more information on eLearning, click here.

Course Steps

The steps to completing the course are as follows:

Step 1: Take Pre-assessment Test
Determine your pre-education knowledge and skill by taking the pre-assessment test.

Step 2: Read Textbook Chapter
Read textbook chapter.

Step 3: Complete Chapter Exercises
Complete textbook chapter exercises.

Step 4: Complete Chapter Problems
Complete textbook chapter problems.

Step 5: Take Chapter Quiz
Take chapter quiz.

Step 6 Request Instructor Support
Email your instructor course questions.

Step 7: Take Post-assessment Test
Determine your post-education knowledge and skill by taking the post-assessment test.

Fee with eTextbook

$319 Member (Log in to the Members Only Portal)
$399 Nonmember


To order the course, click the Order button below.

Fee with eTextbook and Print Loose-leaf Textbook

$379 Member (log in to the Members Only portal)
$459 Nonmember

Please allow 5-7 days for print textbook delivery. Your textbook will arrive via United States Postal Service 3 Day Priority Mail.


To order the Course, click the Order button below.