Individual Wealth Management Taxation (Adv Cert)

As changing tax laws become more complex, individuals and corporations are employing trained specialists to assist them with tax planning and preparation. This program offers students a comprehensive course of study. Subjects range from the taxation of individuals, partnerships, and corporations to the preservation and transfer of wealth. While this program is intended for individuals with some prior tax experience, it would also benefit financial services professionals who want to provide tax management services or those who are considering a career change. The program focuses on preparing students to adapt to their clients’ needs and to act as their confidante and adviser, sharing knowledge gained through comprehensive and strategic topics throughout the course offerings. 

This certificate requires the following five courses.

Course Title Credits
TXGB 7025Tax Planning for High Net Worth Individuals3
TXGB 7048Taxation Planning with Trusts3
TXGB 7056Taxation of Executive Compensation3
TXGB 7080Taxation of U.S. and Foreign Expatriates3
TXGB 7045International Corporate Taxation3
Total Credits15

These courses may also be taken as a track for students in the M.S. in Professional Taxation program.