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Course Description

Participants in this course study taxation for individuals, sole proprietorships, partnerships, and corporations, as well as the tax aspects of investments, insurance, annuities, and retirement planning. You 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.  

Modules included in this course:  

  • Fundamental Tax Law  

  • Gross Income  

  • Income Tax Fundamentals and Calculations  

  • Alternative Minimum Tax (AMT)  

  • Basis  

  • Tax Consequences of the Disposition of Property  

  • Like-Kind Exchanges  

  • Income Taxation of Trusts and Estates  

  • Tax Characteristics of Entities  

  • Passive Activity  

  • Charitable Contributions  

  • Tax Implications of Changing Circumstances  

  • Tax Management Techniques  

To inquire about Boston University’s Online Financial Planning Program, including upcoming course schedules and registration, please contact our education partners at AllCampus by calling 857-366-9338. 

Link to list of textbooks

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Enroll Now - Select a section to enroll in
Section Title
Tax Planning
Contact Hours
30.0
Delivery Options
Self-paced Online  
Course Fee(s)
FP Tuition non-credit $695.00 Click here to get more information
Potential Discount(s)
Available for Credit
0 to 3 units
CEUs
3 CEUs
Reading List / Textbook

To order your books for OLFP104 Tax Planning, link to the publisher.

As a BU CPE student, you will receive a discount code for 10% on your enrollment receipt for this publisher.  You can apply this discount when you purchase the book directly from the publisher at check out.

Section Notes

This class ends on June 30, 2025.

At the end of your class, follow the directions as outlined in Next Steps in Blackboard, including getting your grade, and enrolling in your next class.  At the end of your class, follow the directions as outlined in Next Steps in Blackboard, including getting your grade, and enrolling in your next class.  If you need extra time, you can purchase a one-time extension.

Section Materials
  • Textbook (Mandatory) Income Tax Planning by Thomas P. Langdon, E. Vance Grange, and Michael A. Dalton 17 edition ISBN 978-1957511146
  • Calculator (Mandatory) HP 12C Financial Programmable Calculator
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