Tax Planning for Personal Financial Planners. ((3 Credits))

Catalog description

Prerequisite(s): FIN 3060 , Matriculation into WSB, University Advanced Standing, and for PFP majors only Examines the topic of income tax planning and forecasting for individual clients and small business owners. Uses a case study approach to integrate the material and apply it to personal financial planning situations. Emphasizes the evaluation of financial alternatives. Provides learning activities that will facilitate student growth and development in written and oral communication skills. Works with local practitioners to provide an engaged learning experience.