FI 4072 - Tax Planning for High Net Worth Individuals (2) SU

This course focuses on the practical aspects of taxing wealthy individuals. To that end, students will review general income-tax planning for wealthy individuals, passive investments, the use and limitations of qualified plans, investment planning, life, disability, and liability insurance exposures, retirement planning, and estate planning.

Prerequisites: FI 3643 Financial Planning and AC 3573 Federal Income Taxation