Course Detail

Tax Planning FP104

Tuition: $945
Dates: 1/23/19 - 4/3/19
Location: CGS-Coll of Gen Studies (871 Comm Ave) Boston, MA
Room Number: 311
Instructor: McConaghy
Register:
Meeting Times:
  • Wed. Jan 23, 2019  6-9 PM
  • Wed. Jan 30, 2019  6-9 PM
  • Wed. Feb 06, 2019  6-9 PM
  • Wed. Feb 13, 2019  6-9 PM
  • Wed. Feb 20, 2019  6-9 PM
  • Wed. Feb 27, 2019  6-9 PM
  • Wed. Mar 06, 2019  6-9 PM
  • Wed. Mar 13, 2019  6-9 PM
  • Wed. Mar 20, 2019  6-9 PM
  • Wed. Mar 27, 2019  6-9 PM
  • Wed. Apr 03, 2019  6-9 PM

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)

Please note that prices are subject to change.