2023-2024 Graduate Catalog

MSA 624 Personal Financial Advisory Services

In this course, students will learn individual tax planning, including tax reduction/management techniques, timing of income and expenses, tax consequences of various charitable/philanthropic giving options, and professional standards. The course will also focus on various retirement vehicles available and how they fit into financial planning, review the limits and tax consequences of contributions to or distributions from retirement plans, & determine cash requirements to realize retirement goals, as well as planning for the post-retirement succession of a closely held business.

Credits

3