2018-2019 Catalog

FINA 2310 Income Tax Planning

4.5 - 0.0 - 4.5


(2) FINA 2200 and FINA 2210; or instructor approval - must be completed prior to taking this course.

Course Description

This course acquaints students with tax planning strategies as they relate to investment goals. It emphasizes discretionary income and net worth. Students learn to evaluate specific investment decisions based on current and relevant tax implications. NOTE: Lab fee covers assessment curriculum required by CFP board-certified courses.