SimplyCPA
Discipline

TCP

Tax Compliance and Planning

TCP is an extension of REG's tax content, going deeper into individual and entity tax planning, property transactions, and personal financial planning. It's geared toward candidates focused on tax practice — public accounting tax teams, private client services, and in-house tax roles.

Hard ~85 hrs study time 12 topics · 0+ MCQs Official Blueprint

Last updated 5 September 2026

Complete Study Material

Exam-oriented explanations for every topic

Quick Revision Notes

The 20% you need the night before

MCQ Practice

Explained, server-graded questions

Student Discussions

Ask doubts, read others' explanations

Topics

01

Individual Tax Planning Strategies

Timing strategies, income shifting, and using deductions and credits to minimize tax liability legally.

Study Material · Revision Notes0 MCQs1 hr
02

Entity Tax Planning

Coming Soon

Choice of entity considerations and structuring for tax efficiency.

Study Material · Revision Notes0 MCQs50 min
03

Property Transactions: Advanced Planning

Coming Soon

Advanced like-kind exchange and installment sale planning.

Study Material · Revision Notes0 MCQs50 min
04

Estate & Gift Tax Planning

Coming Soon

Lifetime gifting strategies and estate tax minimization techniques.

Study Material · Revision Notes0 MCQs50 min
05

Retirement & Personal Financial Planning

Coming Soon

Retirement account strategies and integrated personal financial planning.

Study Material · Revision Notes0 MCQs50 min
06

Multi-Jurisdictional Tax Considerations

Coming Soon

State tax nexus and multi-state tax planning basics.

Study Material · Revision Notes0 MCQs50 min
07

Tax Credits & Incentives Planning

Coming Soon

Planning around available federal tax credits and incentives.

Study Material · Revision Notes0 MCQs50 min
08

International Tax Basics

Coming Soon

Foreign tax credit basics and reporting for US persons with foreign income.

Study Material · Revision Notes0 MCQs50 min
09

Tax Research Methodology

Coming Soon

Using primary authority to research and support a tax position.

Study Material · Revision Notes0 MCQs50 min
10

S Corporation Planning

Coming Soon

Basis planning and distribution ordering for S corp shareholders.

Study Material · Revision Notes0 MCQs50 min
11

Partnership Planning

Coming Soon

Special allocations and planning around partnership distributions.

Study Material · Revision Notes0 MCQs50 min
12

Trust & Fiduciary Planning

Coming Soon

Trust structuring and distributable net income planning.

Study Material · Revision Notes0 MCQs50 min