• Read more about MSFP 554 Income Taxation

This course explores the strategies used by financial planners to help clients achieve greater tax efficiency. Topics include income tax concepts and calculations, income tax research methods, gross income realization, exclusions and deductions, passive activities, alternative minimum tax, tax considerations of business forms, taxable and non-taxable property transactions, compensation planning, family tax planning, audit risk, and dealing with the IRS. 000017 EPT^® MSFP MSFPP MSM Single Course 4 1.00 Retirement Planning Financial Planning Leadership Certificate Program Master's Degree Program Advanced Career Professional No No 0000173 0

• Read more about MSFP 543 Business Succession Strategies

This course covers advanced topics in business succession planning, provides an overview of gift and trust taxation to illustrate how charitable transfers facilitate business succession planning objectives, presents detailed coverage of family limited partnerships and limited-liability companies, and covers sales and gifts of business interests using discounting techniques. Students will discuss the use of executive benefit and retirement plan strategies to facilitate succession planning. While taking the course, students will complete three case studies that require them to imagine themselves as a person described in the case, followed by a final comprehensive case study. 000039 AEP BSP EPT^® MSFPP MSM Single Course 5 1.00 Philanthropic Planning Financial Planning Retirement Planning Leadership Master's Degree Program Certificate Program Advanced Career Professional Mid Career Professional No No 0000392 0

• Read more about MSFP 615 Advanced Estate Management Planned Giving

An advanced gift and estate planning course which presents an overview of basic gift, estate and generation-skipping transfer tax law and tax computation processes. GS 815 also discusses the ownership and taxation of transfers of property during lifetime and at death in addition to marital, charitable giving, and life insurance planning. Family business entity planning and buy-sell agreements are also addressed in the course. 000015 AEP BSP EPT^® MSFP MSFPP MSM Single Course 8 1.00 Philanthropic Planning Financial Planning Retirement Planning Leadership Master's Degree Program Certificate Program Advanced Career Professional Mid Career Professional No No 0000152 0