ACCT 4636 Financial Planning - Trusts, Estates, & Gifts
This course dives into how trusts, gifts, and estate planning can be used to maximize family wealth and minimize taxes. Future accountants & financial advisors will benefit by obtaining an understanding of the importance of strategic gifts, how using a trust impacts the family assets, and the importance of planning for your family after you have passed. Students will develop various financial planning options taking into consideration the tax implications. Students will also develop an understanding of accounting for assets held in different types of trusts.
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