Financial Independence: Tax-Smart Wealth Management

Exam Questions: 100
Course Level: Basic
Pages: 402 | Content: 372, Supplemental: 30
NASBA Area of Study: Finance
Not Acceptable for: Enrolled Agents
Version: 7615C

With the Tax Cuts and Jobs Act of 2017, financial professionals will want, more than ever, to stay up-to-date on wealth management strategies and new tax-saving opportunities. This course is packed with case studies and expert advice for navigating these new regulations. It will also serve as a treasure map to Point X - the point where all wealth management issues come together in perfect harmony, bringing about financial independence. It outlines realistic ways to save, budget, manage debt, minimize taxes, and live within one's means. In addition, you'll find that it provides an easy-to-follow strategy of actions that can be followed to help achieve financial goals in light of new provisions in the federal income tax code. PLEASE NOTE: Not accepted for Enrolled Agents. All course material provided. No prerequisites. Course level: Basic.

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Course Information

Table of Contents
  • Getting to Point X
  • Committing to Living Within Your Means
  • Understanding Taxes
  • Determining Your Financial Position
  • Managing Debt
  • Insuring Your Health and Life
  • Protecting Your Property with Insurance
  • Paying for College
  • Planning for Retirement
  • Managing Your Investments
  • Preserving Your Estate
  • Starting Your Own Business
  • The Time Value of Money
  • To identify what is meant by living within your means
  • To identify the effect on accumulating wealth due to taxes
  • To identify the elements of net worth and cash flows
  • To identify processes to best manage debt
  • To recognize the characteristics of various health and life insurance plans
  • To identify the various attributes of different types of property
  • To identify ways of saving and paying for college education expenses
  • To identify methods and attributes for saving for retirement
  • To identify the elements of various investment tools
  • To recognize the nuances of the federal gift and estate tax system
  • To identify what's involved with setting up a successful business
  • To recognize the impact of compounding

PLEASE NOTE: CPE credit measurement is based on NASBA Registry and QAS guidelines of one credit for every 50 minutes. Credit calculation may vary in different states — check with your State Board of Accountancy. Unless otherwise noted in the specific course description, no advanced preparation is required in order to register or complete any PES CPE course. Use of materials or services provided by Professional Education Services, LP ("PES") are governed by the Terms and Conditions stated on PES' website www.mypescpe.com. PES provides these courses with the understanding that it is not providing any accounting, legal, or other professional advice and assumes no liability whatsoever in connection with its use. PES has used diligent efforts to provide quality information and material to its customers, but does not warrant or guarantee the accuracy, timeliness, completeness, or currency of the information contained herein. Ultimately, the responsibility to comply with applicable legal requirements falls solely upon the individual licensee, not PES. PES encourages you to contact your state Board for the latest information and to confirm or clarify any questions or concerns you have regarding your duties or obligations as a licensed professional.