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Oct 09, 2026
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CFP 304 Tax Planning
3 credits
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.
Prerequisite(s): Only open to students in the Business Administration major specializing in Certified Financial Planning.
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