BUAD 595 - BRS – Estate and Financial Planning

3

This course provides an introductory knowledge of the principles of estate and financial planning, with specific reference to estate, gift and individual income tax laws. Selected topics include property ownership, insurance, trusts, and planning for the closely-held business with emphasis on awareness of federal tax concepts and laws; identification of tax and financial planning issues; tax, financial, debt management, investment and retirement planning techniques; and communication of creative solutions to financial planning solutions.