Course Detail: TAX - Tax Planning

In this course, you will learn all the fundamental knowledge needed for tax planning, and is part of the General Principals Certificate Program. When necessary, examples are included in this financial planning course to give real world reference and practice questions are provided within the material to ensure comprehension of complex concepts. Numerous charts are included to show similarities or relationships in concepts and to increase learning and retention. "K" Study Tips are included to give emphasis to critical material. At the end of each topic students will have 25 to 40 multiple choice application questions to reinforce comprehension and to apply the concepts learned to client situations.

Course Pre-requisites
(required) Financial Planning

 Session Information: 25SP-TAXP-01F (10 seats (100%) remaining)

Schedule: Every week on Tuesday, starting on 05/27/25 and ending on 08/12/25
Times: 10:00am-12:00pm EDT
Late Registration : $999.00

Bulletin

Please dress in layers as room temperatures vary

Instructors

Name Additional Resources
Doug Leupen

Facility Detail

NC State Campus
Adams Hall - Rm #114
288 Campus Way
San Marcos, CA 90210
Adams Hall - Rm #114