Income Tax Planning

by Thomas P. Langdon, E. Vance Grange, Michael A. Dalton

Income Tax Planning for Financial Planners

Paperback

First published January 1, 2007

Reviews

[Stephanie Webster]

Can I get credit for reading two books? Lol! This was a doozy. Not a bad book overall, but it doesn't really hew to the concepts tested in the corresponding exam. I found the videos in my online course to be much more helpful. And honestly I'm not sure why anyone studying to be a financial planner needs to know as much as this book/course covers about things like nontaxable exchanges of property. Maybe the high-powered advisors in big markets will encounter that sort of thing, but I doubt I will ever, in my entire career, run into this situation.

[Heather · Rating 4 out of 5]

Similar to the other Money Education books, this is a dense text that is a thorough introduction to the content. I would not recommend it to anyone unless you're pursuing a career in tax, financial planning, advising, or tax law. For the average reader I'd recommend hiring a CPA rather than spend your time reading this book.

[Trico Lutkins · Rating 4 out of 5]

A LOT of great info on here. Even though I didn't do well in the class (got a C), I really liked the book. It covers everything. There were some tables and lists to help illustrate some of the more difficult concepts. Also, there were plenty of examples and even real cases that helped to show how the tax codes operate in real world situations.

[Ryan Johnson · Rating 3 out of 5]

Wouldn't recommend as a leisure read to anyone, but did a pretty good job of covering the basics.

The Alternative Minimum Tax portion could be redone. I didn't understand it until I researched it somewhere else.

[Abbey Hartland · Rating 5 out of 5]

Listen, I know I’m probably literally the only CFP student who enjoyed tax, but I found this book so incredibly informative. The examples and case studies always brought to life the arcane legal language that is part of the field.

ilu tax and 5 stars for getting me an A

[JP · Rating 5 out of 5]

Got the job done well.

[Sabrina]

Currently reading for CFP...good so far.