To download a PDF of the syllabus, please click the link below.
CFP 304 314 - Tax Planning.pdf
Level: 300
This course covers taxation for individuals, sole proprietorships, partnerships, and corporations, as well as the tax aspects of investments, insurance, annuities, and retirement planning. Students will be able to identify the likely tax consequences of personal and business financial activities and select appropriate and lawful tax-minimizing tactics and strategies.
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Please note that Federal regulation defines a credit hour as an amount of work represented in intended learning outcomes and verified by evidence of student achievement that is an institutional established equivalence that reasonably approximates not less than:
CFP Federal regulations acknowledge the unique circumstance of “class time” in the online learning environment. This course meets the requirements for a 3-credit undergraduate course delivered over an 8-week period of time.
For this 8-week course, students will engage in various weekly asynchronous activities in the LMS (projects, videos, threaded discussions) and cooperative peer-project activities at a minimum of 6-hours weekly asynchronous engagement (48hrs). Students should expect to devote 12 additional hours per week reading, writing, collaborating, and preparing assignments for this 8-week accelerated course (96hrs).