Personal Taxation Course
Master personal taxation for households and entrepreneurs. Learn income tax fundamentals, wealth wrappers, real-estate and retirement planning, then turn strategies into clear client roadmaps, checklists, and professional-grade tax optimization plans. This course provides structured approach from filing and contributions to rental income, BNC, credits, with practice on real scenarios, PFU vs progressive options, and strategies using PER, assurance-vie, PEA, real-estate with checklists and deliverables.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Personal Taxation Course gives you a clear, structured approach to personal income rules, from household filing and social contributions to rental income, BNC, and common credits. You will practice modeling real scenarios, compare PFU and progressive options, and learn to use PER, assurance-vie, PEA, and real-estate strategies with concrete checklists, roadmaps, and client-ready deliverables you can apply immediately.
Elevify advantages
Develop skills
- Build household tax models: quickly estimate income tax and social charges.
- Optimize wrappers: PER, assurance-vie and PEA for tax and liquidity.
- Design concrete tax plans: 12–36 month roadmaps for couples and households.
- Advise clients clearly: deliver concise tax memos, checklists and action plans.
- Structure real-estate deals: choose regimes, model cashflow and tax impact.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students are saying
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