May 04, 2024  
Undergraduate Bulletin 2022-2023 
    
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Undergraduate Bulletin 2022-2023 Archived Bulletin

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L.CFP 320 - Personal Tax Planning

Credits: 3

The Minor in Financial Planning & Wealth Management is open to students of all majors and interests. This course is designed to provide students with an introduction to individual income tax fundamentals and the calculation of income tax. In addition, the tax issues surrounding business entities, disposition of property and tax basis is discussed. Students are introduced to AMT, passive activity rules, charitable contributions and tax minimization strategies. Topics covered align with the requirements of the CFP Board’s Principal Topics List. Note: Students can also take L.ACC 455 - Federal Income Tax I  to satisfy this component of the Minor in Financial Planning & Wealth Management. However, L.ACC 455 - Federal Income Tax I  will not count as part of the CFP® education coursework.
Prerequisite: None
Co-requisite: None
General Education Classification: Not Applicable


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