specialization

Tax Planning for Individuals

Prepare and implement tax plans for individuals and families. Preserve wealth by understanding the tax implications required for estate planning. This program can be completed online or in the classroom.

This program is perfect for...

  • CPAs and Attorneys looking into a tax specialization
  • Tax preparers who wish to advance in their careers
  • Investment counselors looking to enhance their skills and understanding
  • Individuals looking to transition into a career in taxation

What you can learn.

  • Learn the tax considerations needed for personal financial planning
  • Gain essential skills needed for estate planning
  • Understand how to preserve family wealth for future generations

Courses

Click below to view the required and elective courses, if applicable, for this program.

Required Courses
MGMT X 439.3
Typically Offered: Fall, Winter, Spring, Summer
MGMT X 430.33
Typically Offered: Fall, Winter, Spring, Summer

Need Help? Book an appointment with an Academic Advisor.
 

Estimated Cost Breakdown

All courses in this program are paid for individually, unless otherwise noted. An application form is required to establish candidacy in this program. From the 'Apply Now' button, complete the online application and pay the application fee if applicable.

Application & Candidacy Fee

75.00

Estimated Program Tuition

2565.00

Estimated program textbook/materials

100.00

*The Application & Candidacy Fee establishes your candidacy in the program for a period of time covering normal progress toward completion and may allow you to access a variety of program benefits.

**Federal Financial Aid Gainful Employment Disclosures

The U.S. Department of Education requires colleges and universities to disclose certain information for any financial aid eligible program that, “prepares students for gainful employment in a recognized occupation”. This information includes program costs; occupations that the program prepares students to enter; occupational profiles; on time completion rate; and for the most recent award year: the number of students who have completed the program, the number of students who complete the program within the estimated duration, the job placement rate, and the median Title IV and private loan debt incurred by those who complete the program. For gainful employment information for this program, visit our Financial Aid page.

An internship in taxation can provide you with practical experience in a variety of job functions. Students must have completed a minimum of 16 units of the Taxation Certificate program curriculum (4 courses) before enrolling in the internship.

Learn More

Contact Us

Speak to a program representative. Hours: Mon-Fri, 8am-5pm.

Stackable options that really add up!

This specialization is part of several stackable specializations available within the tax and accounting disciplines. Utilize these stackable programs to create your own career path, and to acquire marketable areas of expertise.

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