Consultant in Tax Planning Course
Master the full spectrum of tax planning — from entity structure and income timing to investment strategy and client advisory practice. This course equips you with the technical depth and practical tools to deliver high-value tax consulting engagements. Build a career as a trusted tax planning professional with skills that directly impact client bottom lines.

4 to 360 hours of flexible workload
certificate valid in your country
What Will I Learn?
You will learn how to design and implement comprehensive tax plans covering income recognition, entity selection, deductions, credits, and compensation structures. The course covers both individual and business tax planning strategies, including real estate, investment portfolios, and corporate distributions. You will also develop skills in multi-year projection modelling, audit risk management, and international tax fundamentals. Advanced modules address estate and wealth transfer planning, tax technology tools, and dispute resolution procedures. By the end, you will be prepared to manage complete client engagements from needs discovery through final plan delivery.
Elevify Advantages
Develop Skills
- Tax Strategy Design: Structure multi-year plans that legally minimise client tax liability.
- Entity Selection Analysis: Evaluate business structures to optimise tax outcomes across the lifecycle.
- Loss and Credit Utilisation: Apply carryover rules and credits to maximise after-tax cash flow.
- Client Advisory Communication: Present complex tax strategies clearly to non-expert clients.
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 say
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