Good discussion on optimizing personal taxation
January 28, 2009
Written by:
Jonathan M(Washington DC)
I purchased this CPE book so that I could improve my understanding of individual taxation matters and the means to minimize personal taxes.
I am a CPA who works in industry, typically in corporate financial planning, analysis and technical accounting for publicly traded companies. As such, I only work on individual taxation as it applies to my family. I do not provide financial planning to individuals nor do I prepare tax returns.
As a relative outsider to the world of individual taxation, I found the course to be a well written and interesting survey of various tax minimization options. If I worked full-time in personal financial planning, I may have a different opinion as to the worthiness of this product.
What will be more challenging (for me) is putting these tax minimizing strategies into place, as each one requires particular circumstances (age, life events, income, etc.). Nevertheless, I feel that I broadened my knowledge of this subject -- knowledge that will not be useful for my professional life but may be useful for my personal financial position.
Reviewer Profile
Job Type:
Business & Industry
Job Title:
Director
Experience with this Topic:
Beginner
Are you a CPA?:
Yes
