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2023-2024 Course Catalog

BUSAD 3740 Tax Planning

3 hours

Majors, Minors & Degrees:

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 identify the likely tax consequences of personal and business financial activities and select appropriate and lawful tax-minimizing tactics and strategies. The course and curriculum are approved by the CFP Board of Standards. This course is an online class offered through the Lower Cost Models Consortium.

Prerequisite(s): Grade of "C-" or higher in BUSAD 3710 General Principles of Financial Planning.