Income Taxation in Personal Financial Planning

Designed for students intending to become financial planning professionals, this course focuses on the interrelationship between common income tax rules and planning techniques that are applicable to individuals.



Topics include:


  • Income

  • Deductions

  • Credits

  • Sales and exchanges

  • Real estate transactions

  • Compensation planning and stock options

  • Retirement plans

  • Business entities

  • Overall coordination with the individual's financial plan.

  • Prerequisites :


    Offering code Offering title
    FPLN.X400 Personal Financial Planning, Survey
    FPLN.X409 Applied Mathematics for Financial Planning