3 credits
Fall 2026 Lecture Upper Division
Taxation and estate planning are essential components of personal financial planning. This course provides a comprehensive overview of essential tax and estate planning concepts in alignment with Certified Financial Planner (CFP) Board guidelines. Students will explore federal and state tax structures, key tax optimization strategies, and core estate transfer techniques including trusts, wills, and powers of attorney.
Learning Outcomes1Explain fundamental principles of federal and state tax systems relevant to comprehensive financial planning.
2Evaluate ethical and compliant strategies for tax optimization and estate planning in alignment with CFP Board standards.
3Apply key tax deferral, tax-exempt, and tax-reduction methods across individual, business, and philanthropic contexts.
4Develop integrated tax and estate plans using appropriate legal instruments that address client objectives and beneficiary considerations.
5Demonstrate effective communication with clients and stakeholders to present holistic financial plans consistent with professional ethics and CFP Board guidelines.
Prerequisites
Restrictions
made by Purdue students.