FNBK 4330 ESTATES AND INCOME TAX (3 credits)
This course covers estate planning topics, such as estate and gift taxes, trust planning, property ownership, life insurance, annuities, postmortem tax strategies, and charitable giving. It emphasizes tax planning strategies related to investment goals, focusing on discretionary income and net worth. Students will learn to evaluate investment decisions based on current tax implications. (Cross-listed with BSAD 8856).