3 units
- Taxation Track
- Core Requirements
- Upper Division Major Electives
- Required Courses
- Major
Offered: Summer 2027 (not offered), Spring 2027 (offered), Fall 2026 (unknown)
Counts toward
- Accountancy, M.S. (2026-27) - Taxation Track
- Accountancy, M.S. (2025-26) - Taxation Track
- Accountancy, M.S. (2024-25) - Taxation Track
- Business Administration, Accounting, B.S., Accountancy M.S., BS/MS 4+1 Degree (2025-26) - Taxation Track
Show all 14
- Business Administration, Accounting, B.S., Accountancy M.S., BS/MS 4+1 Degree (2024-25) - Taxation Track
- Business Administration, Emphasis in Accounting, B.S., Accountancy M.S., BS/MS 4+1 Degree (2026-27) - Taxation Track
- Business Administration, Emphasis in Financial Services, B.S. (2026-27) - Upper Division Major Electives
- Business Administration, Financial Services, B.S. (2025-26) - Major
- Financial and Tax Planning, M.S. (2026-27) - Core Requirements
- Financial and Tax Planning, M.S. (2025-26) - Core Requirements
- Financial Services, B.S. in Business Administration (2024-25) - Major
- Personal Financial Planning Certificate (2026-27) - Required Courses
- Personal Financial Planning Certificate (2025-26) - Required Courses
- Personal Financial Planning Certificate (2024-25) - Required Courses
Tax and non-tax issues in establishment of a personal estate plan. Financial and non-financial goals and objectives.
Prerequisites
Undergraduate: Completion of lower division requirements for the major. Graduate: Completion of prerequisite core. Proof of completion of prerequisite(s) required: Copy of transcript.
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See the full prerequisite chainFrom the catalog
- Who can take it
- Not open to students with credit in Finance 445 or 705.
- Grading
- LCR: Letter Grade with Cr/NC available. The grading default for the class will be letter grade, but students can opt to take it for Cr/NC
- Repeatable
- Maximum 3 units.
- Typically offered
- Spring
1 section in Spring 2027
Class #10003· In-person · Open · Letter or CR/NC
60 of 60 seats open
Tue 4:00 PM-6:40 PM · LSS 365