Course Detail

Tax Planning FP104

Tuition: $895
Dates: 5/18/17 - 7/27/17
Location: CAS-Coll of Arts/Sciences (725 Comm Ave) Boston, MA
Room Number: 323B
Instructor: Eddy
Register:
Meeting Times:
  • Thurs. May 18, 2017  6-9 PM
  • Thurs. May 25, 2017  6-9 PM
  • Thurs. Jun 01, 2017  6-9 PM
  • Thurs. Jun 08, 2017  6-9 PM
  • Thurs. Jun 15, 2017  6-9 PM
  • Thurs. Jun 22, 2017  6-9 PM
  • Thurs. Jun 29, 2017  6-9 PM
  • Thurs. Jul 06, 2017  6-9 PM
  • Thurs. Jul 13, 2017  6-9 PM
  • Thurs. Jul 20, 2017  6-9 PM
  • Thurs. Jul 27, 2017  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, 9th (Money Educ), ISBN - 978-1-936602-36-0(REQUIRED)

Please note that prices are subject to change.