MSAS 609 - Tax

Unit(s): 2

This course delves into the complexities of tax liability determination within the context of financial planning. Students explore income taxation fundamentals, empowering students to make informed decisions aligned with personal or client goals. The course covers tax considerations in insurance, investments, benefit planning, intrafamily transactions, and business operations, the course emphasizes planning techniques like income exclusion, deferral, shifting, and strategic income management.

Prerequisite: MSAS 602
Restriction: Field of Study Restricted to Accounting
School of Management