Tax Planning Fundamentals Training


The course is a beginning individual and business tax planning course that provides clear and concise explanations of tax planning laws, rules, and regulations. The course covers core individual and business tax planning concepts, processes, and procedures tax planners should comprehend to perform tax planning.


The course is an eighteen-week course (one session per week). However, the course is an online, self-study, self-paced course. Therefore, the length of the course is determined by the time you dedicate to the course and your knowledge and understanding of individual and business tax planning.


When you purchase the course, we email course access and instructions to the email you provided. If you don't receive the email, please check your Junk Mail.

If you purchase the course after 5:00 pm MT (4:00 pm PT, 6:00 pm CT, 7:00 pm ET), we email the course access code and instructions the next business day. We are closed on weekends and major holidays.

The code provides you access to the course for 6 months beginning from the time you access the course.

Tax Planning Fundamentals Course

Course Agenda

Course Materials

Course Steps

Course Fee


If you are not satisfied with the Course within 14 days, the fee will be refunded.