Course: FIN 446. Income Tax and Estate Planning (3)
Prerequisites: Grade of “C” or higher in FIN 303; Upper Division Writing Proficiency Exam (UDWPE) score of 8 or higher. BUS 302 and BUS 302L are prerequisites for Business majors. This course surveys the financial and legal fields of estate planning and income tax planning. It equips financial planners to solve basic income and estate planning problems, and to recognize common tax planning strategies.