FIN 3300J Tax Planning
This course examines the issues, concepts and strategies for tax planning and selected insurance components. Topics consist of individual and business tax law, annuities, health, disability, and long-term care insurances, including CFP Board's code of ethics and professional responsibility and rules of conduct, CFP Board's financial planning practice standards, and CFP Board's disciplinary rules of procedures. (Previously NJCU Course FINC-330)