Course Detail

Tax Planning FP104

Tuition: $945
Dates: 9/19/18 - 12/5/18
Location: Charles River Campus Boston, MA
Room Number: TBD
Instructor: Causer
Register:
Meeting Times:
  • Wed. Sep 19, 2018  6-9 PM
  • Wed. Sep 26, 2018  6-9 PM
  • Wed. Oct 03, 2018  6-9 PM
  • Wed. Oct 10, 2018  6-9 PM
  • Wed. Oct 17, 2018  6-9 PM
  • Wed. Oct 24, 2018  6-9 PM
  • Wed. Oct 31, 2018  6-9 PM
  • Wed. Nov 07, 2018  6-9 PM
  • Wed. Nov 14, 2018  6-9 PM
  • Wed. Nov 28, 2018  6-9 PM
  • Wed. Dec 05, 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.