Course

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.
  • Prerequisite(s):



    Course Availability Notification

    Please use this form to be notified when this course is open for enrollment.

    Contact Us
    Speak to a student services representative.

    Call (408) 861-3860

    Envelope extension@ucsc.edu

    Course Inquiry

    Ask us any questions you may have about this course.

    Contact Us
    Speak to a student services representative.

    Call (408) 861-3860

    Envelope extension@ucsc.edu