4. Tax and Long-term Planning - Key Issues

Learning Outcomes

There are six objectives for this chapter:
A. Financial Perspectives: Planning
B. Learn the Tax Rules
C. Credits: First Prize
D. Deductions: Second Prize
E. Shelters & Savings
F. Estate Planning and Wills

Chapter Reading

Please read the chapter on "Tax and Long-term Planning: Key Issues" (PDF)


Slide Presentation

Please click here for the PowerPoint slide presentation (PPT) for this chapter, or here for the slides as a PDF.





Here are the assignments for "Tax and Long-term Planning: Key Issues"



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Additional Materials

The following readings are suggested for this chapter:

Reading 4.1 Planning Ahead - The Importance of Wills and Trusts - Steven Dixon

Reading 4.2 Tax Planning, Dellwyn R. Call