4. Tax Planning

Tax Planning

Learning Outcomes

This section focuses on the following six areas of  tax planning:
A.  Understand the principles of tax planning
B.  Understand the importance of tax planning and how it helps attain your personal goals
C.  Understand the Tax Process
D.  Understand strategies to help lower your taxes (legally and honestly)
E.  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