Web Development
Data Science
Python
SQL
JavaScript
Artificial Intelligence
IT & Software
IT Certifications
Hacking
AWS
Arduino
DevOps
3D Modeling
Graphic Design
Photoshop
Drawing
Digital Painting
UX Design
Business
Data Analysis
Communication Skills
Project Management
Leadership & Management
Human Resources
Digital Marketing
Social Media Marketing
Marketing
SEO
Google Analytics
Branding
Excel
Office Productivity
SAP
PowerPoint
Microsoft Access
SharePoint
Finance & Accounting
Trading & Investing
Accounting
Bitcoin
Personal Finance
Video Editing & Animation
Photography
Adobe Premier Pro
Adobe Lightroom
Personal Development
Productivity
Career Development
Life Coaching
Health & Fitness
Meditation & Mindfulness
Yoga
Music
Music Production
Guitar
Piano
Singing
Language Learning
Teaching & Academics
Engineering
Math
Lifestyle
Calvin Liu Courses
Tax Strategy: Financial Planning for Beginners
4.2 (325 Reviews)
Provider: Udemy
Time: 2h- 2015
$49.99
Visit
Most Recent Review
Good intentions by instructor. A broad discussion, but a little too broad with not as much emphasis on investment income taxation I was hoping for. Good idea to have a beginner's level course, but a little more detail and/or references, with short quizzes to test learning would have made it better. Was particularly interested in taxation of investments - particularly stocks/bonds. It was covered, but not enough detail for me. Specifically would like to have seen clear case examples of how long term and short term capital gains and losses are subtracted against each other and taxed, and then how net losses up to 3K can be used against ordinary income. Show us some examples from brokerage 1099 forms of how this information is displayed, etc... That part is what is particularly confusing to me and not presented in any significant depth/detail. Lastly, I'd say it was a little too commercial - encouragement of an ETRADE account was repetitive, and no disclosure by instructor if he is compensated for the plugs. Encouraging students to use them for the "free financial advice" was not appropriate, as there is no advice that is free. How the financial advisor is compensated by Etrade should have been disclosed if specific brokerage going to be recommended. Also repetitive plugs for his instructional website that does not appear functional any longer when attempting to visit was a distraction.
- Review by Timothy Woods on Tax Strategy: Financial Planning for Beginners
Instructor Bio
My name is Calvin and I run TaxSavingStrategy. I am a Certified Public Accountant and work full time as a tax consultant with clients ranging from individuals to Fortune 500 companies. I graduated with both a Bachelor's in Accounting as well as a Master's in Business Taxation.
I understand that the complexities of tax law can be a daunting task especially for those who have no background. However, if you don't at least try, you will never really know. Let me illustrate with a example from my personal life. When I decided to make TaxSavingStrategy, I had to face the daunting challenge of making a website. Coming from a business background, I have zero coding knowledge so building a website seemed impossible. I took the time to learn some basic fundamentals and the site you see today was 100% built by me. It took me a couple hours to learn the basics. I'm still not an expert and I still don't know coding; but as you can see, I was able to create a full functioning website, something that I did not think was ever possible.
My point? We fear the unknown. We make things out to be much harder than they are. You are more capable than you think you are. In today's digital era, there are so many resources that can significantly reduce the learning curve. This introductory course sets out to do that. Use this as a guide to become an informed individual. No you won't be an expert, but by the end, you will be equipped with strategies that can make a difference.
