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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. 

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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
Available for Credit
0 to 3 units
Reading List / Textbook

All required texts are listed below.

To order your books, please use the BU Bookstore.  
 
- Start on the “Find Course Materials” page
- Select Spring '25 On Campus from the Term menu

  • Please note: You must select Spring '25 On Campus even though your course is online and begins during the fall term. This is how the BU Bookstore lists CPE courses

- Select CPE FP from the Department menu  

  • This menu is alphabetical. CPE is directly below COM

- Select 104 in the Course menu
- Select OL in the Section menu
- Click Retrieve Materials

Section Notes

This class ends on May 31, 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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