Course Detail

Tax Planning FP104

Tuition: $945
Dates: 5/14/18 - 7/30/18
Location: Charles River Campus Boston, MA
Room Number: B?
Instructor: Dean
Register:
Meeting Times:
  • Mon. May 14, 2018  6-9 PM
  • Mon. May 21, 2018  6-9 PM
  • Mon. Jun 04, 2018  6-9 PM
  • Mon. Jun 11, 2018  6-9 PM
  • Mon. Jun 18, 2018  6-9 PM
  • Mon. Jun 25, 2018  6-9 PM
  • Mon. Jul 02, 2018  6-9 PM
  • Mon. Jul 09, 2018  6-9 PM
  • Mon. Jul 16, 2018  6-9 PM
  • Mon. Jul 23, 2018  6-9 PM
  • Mon. Jul 30, 2018  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, 10th (Money Educ), ISBN - 9781936602469 (REQUIRED)

Please note that prices are subject to change.