Tax Planning Certification

Communicate Tax Planning Knowledge

Consortia Tax Planning Certification communicates and assures employers of your tax planning knowledge. It distinguishes you from your competition, builds credibility, and validates knowledge.

Tax Planning Certification requires the completion of the Tax Planning Fundamentals course and Tax Planning Certification exam.
The course may be substituted by an approved equivalent course. Certification candidates must receive a minimum of 75% on the course and exam.

Accreditation

The Tax Planning Certification is accredited by Consortia Accounting School.

Consortia is a registered Postsecondary Proprietary School providing post-secondary education for vocational or professional objectives.

Topics Covered on the Exam

• Taxes and Taxing Jurisdictions
• Policy Standards for a Good Tax
• Taxes as Transaction Costs
• Maxims of Income Tax Planning
• Tax Research
• Taxable Income from Business Operations
• Property Acquisitions and Cost Recovery Deductions
• Property Dispositions
• Nontaxable Exchanges
• Sole Proprietorships, Partnerships, LLCs, and S Corporations
• The Corporate Taxpayer
• The Choice of Business Entity
• Jurisdictional Issues in Business Taxation
• The Individual Tax Formula
• Compensation and Retirement Planning
• Investment and Personal Financial Planning
• Tax Consequences of Personal Activities
• The Tax Compliance Process

Exam Materials

• Tax Planning Certification exam
• Tax Planning Certification certificate
• Tax Planning Certification badge

Steps to Take the Exam

1. Take Tax Planning Certification pre-assessment test.
2. Complete the Tax Planning Fundamentals course.
3. Take the Tax Planning Certification post-assessment test.
4. Take the Tax Planning Certification exam.