sep 19, 2024  
2022-23 undergraduate catalog 
    
2022-23 undergraduate catalog [archived catalog]

fi 4072 - tax planning for high net worth individuals (2) su


this course focuses on the practical aspects of taxing wealthy individuals. to that end, students will review general income-tax planning for wealthy individuals, passive investments, the use and limitations of qualified plans, investment planning, life, disability, and liability insurance exposures, retirement planning, and estate planning.

prerequisites: fi 3643 financial planning and ac 3573 federal income taxation