BUSADM 306

Personal Tax and Estate Planning

University of Wisconsin-Milwaukee Flex · UGRD · Fall 2026

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Personal taxation and estate planning topics relevant to a Certified Financial Planner (CFP): fundamental and current tax law, taxation of trusts and estates, gift/income tax strategies, charitable contributions/deductions, retirement income/distribution strategies, among many other topics.

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Class #wisconsin_milwaukee_flex-1631Fall 2026UGRD3 credits
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