FINC-523 Income Tax Planning

This course examines the fundamental and current tax law, income tax fundamentals and calculations, characteristics and income taxation of business entities, and the income taxation of trusts and estates. The student will learn tax reduction/management techniques, the tax consequences of property transactions, tax implications of special circumstances, and charitable/philanthropic contributions and deductions. Other topics include the CFP Board's Code of Ethics and Standards of Conduct, the CFP Board's Procedural Rules, the function, purpose, and general structure of financial institutions, financial services regulations and requirements, consumer protection laws, and fiduciary standards and application. Throughout this course, students interpret taxes using biblical principles.

Credits

3

Notes

3