Course Detail

Tax Planning FP104

Course Description

Participants in this course study taxation for sole proprietorships, partnerships, and corporations, as well as the tax aspects of investments, insurance, annuities, and securities. The course also introduces other special tax considerations including charitable giving, sale of assets, and more.

Who should attend

Recent college graduates, career changers, retirees, and financial servies professionals.

Prerequisites

FP 101 Introduction to Financial Planning

Scheduling Details

  • Fall, Spring, Summer

Textbooks and Class Materials

  • Langdon - Income Tax Planning f/Financial Planner, 11th (Money Educ), ISBN - 9781946711984 (REQUIRED)

For more information, please call 1-866-633-9370.