Course Detail

Tax Planning FP104

Tuition: $945
Dates: 1/22/18 - 4/9/18
Location: Charles River Campus Boston, MA
Room Number: TBD
Instructor: Dean
Register:
Meeting Times:
  • Mon. Jan 22, 2018  6-9 PM
  • Mon. Jan 29, 2018  6-9 PM
  • Mon. Feb 05, 2018  6-9 PM
  • Mon. Feb 12, 2018  6-9 PM
  • Mon. Feb 26, 2018  6-9 PM
  • Mon. Mar 05, 2018  6-9 PM
  • Mon. Mar 12, 2018  6-9 PM
  • Mon. Mar 19, 2018  6-9 PM
  • Mon. Mar 26, 2018  6-9 PM
  • Mon. Apr 02, 2018  6-9 PM
  • Mon. Apr 09, 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 - 978-1-936602-36-0(REQUIRED)

Please note that prices are subject to change.