4. Tax Planning

Tax Planning

Learning Outcomes

This section focuses on the following six areas of  tax planning:
A.  Understand What Our Leaders Have Said Regarding Taxes
B.  Understand How Tax Planning Can Help You Attain Your Personal Goals
C.  Understand the Tax Process and Tax Strategies to Help You Lower Your Taxes
D.  Understand How to Minimize Tax Payments for a Given Level of Income
E.  Understand How To Be More Efficient With Your Taxes
F.  Understand the Major Tax Features of the US Tax System

Chapter Reading

Please read the chapter on "Tax Planning" (PDF)


Slide Presentation

Please click here to download the PowerPoint slide presentation for this chapter, or here for the slides as a PDF.





Here are the assignments for "Tax Planning"



The following learning tools may be helpful with this chapter:

Tithing Share Transfer Example

Tithing Direct Registration Transfer Instructions and Authorization Form

PFP Tax Section Template


Additional Materials