CFP-504: TAX PLANNING

Course: CFP-504: TAX PLANNING

This Course is for Fidelity Employees Only

Course Overview: 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, the sale of assets, and more.

Faculty: Charles Musson

FALL Course Dates: TUESDAYS, SEPT. 12 – NOV. 14, 2023
WINTER Course Dates: Not Offered in the Winter
SPRING Course Dates: TUESDAYS, MAR. 26 – MAY. 28, 2024
SUMMER Course Dates: Not Offered in the Summer

Refund: Refunds will be permitted to a student if a course is canceled due to low enrollment or if a student decides to drop the course before the class meets for the second time.