Estate Planning

Instructor:
Thomas T Lewis
457
Credits:
3.0
201
Building:
TBD
Room:
TBD
Semester:
Spring 2025
Start Date:
End Date:
Name:
Estate Planning
Requisites:

Prereq: ACC 357 Tax Planning for Professional Financial Planners or ACC 407 Principles of Taxation or Consent of Director.

Class Type:
LEC
TBD
TBD
Days:
TBD
Note:
This class is asynchronous in Canvas and has no specific meeting pattern or location. This course may require proctoring fees of up to $80. Instructions for arranging the online proctored exam will be provided by the instructor.

The course covers estate planning and taxation for the Personal Financial Planning professional. This course is targeted for Finance or Accounting majors as well as current CPAs interested in pursuing financial planning as a career but is open to anyone with an interest in a career in personal financial planning. This course is part of the sequence for the certificate in Personal Financial Planning.

The course covers estate planning and taxation for the Personal Financial Planning professional. This course is targeted for Finance or Accounting majors as well as current CPAs interested in pursuing financial planning as a career but is open to anyone with an interest in a career in personal financial planning. This course is part of the sequence for the certificate in Personal Financial Planning.

ACC