Personal Finance and Advisory Services
Course DirectorySNHU TAX705 has no listed prerequisites.
Graduate · 3 credits
In this course, students will explore the more specialized field of personal financial advisory services as they relate to tax planning. Students will analyze a client’s current financial situation, needs, and goals. Students will analyze the tax implications related to gift, trust, and estate strategies. Students will advise clients on optimal financial strategies for retirement planning.
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No listed prerequisites for this course.
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