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| << View All Courses | | Course 203: Tax, Financial and Estate Planning | Course Goals
This course is designed to enable students to:
- Become familiar with financial and estate planning concepts
- Recognize various potential problems in tax and estate planning
- Gain an understanding of various financial and estate planning laws and how they apply to financial and estate planning
Learning Objectives
Upon completion of the course, the student will be able to:
- Learn how to use our system of taxation to their benefit.
- Understand different types of entities and how they fit into our system of taxation.
- Learn about various financial planning concepts.
- Understand various benefit plans retirement plans and how they are used.
- Describe tax liabilities associated with probate and different forms of trusts.
- Distinguish between different vehicles used to maintain estate size.
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