TCP Area 1 -
Individuals Tax and  Financial Planning

This 24-chapter program is strategically developed from AICPA Blueprint representative tasks for TCP Area 1 – Tax Compliance and Planning for Individuals, an area that represents 30%–40% of the TCP CPA Exam.

It provides streamlined, exam-focused coverage of key individual tax planning topics, including retirement and investment planning, education funding, insurance and estate considerations, gift taxation, at-risk and passive activity loss limitations, equity compensation, AMTI, kiddie tax, deductions, estimated tax payments, charitable planning, and year-end tax-saving strategies.