Personal Finance #3–Financial Services & Bank Reconciliation
Learn about financial services, financial institutions, and how to create a personal bank reconciliation from a CPA
4.62 (52 reviews)

26,355
students
10.5 hours
content
Dec 2021
last update
$59.99
regular price
What you will learn
How to apply money management strategies
How to apply tax management strategies
Explain the difference between marginal tax rate and average tax rate and how to use the proper rate when planning
Describe the difference between tax deductions and tax credits and how to use this information when doing tax planning
List the different tax filing statuses and their impact on the tax calculation
Explain the different tax preparation options and the pros and cons related to them
List common financial services needed by individuals
List financial institutions and the services they provide
Describe what a bank reconciliation is
Complete a personal bank reconciliation
Related Topics
4267458
udemy ID
8/28/2021
course created date
1/3/2022
course indexed date
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