2018-2019 Catalog 
    Jun 13, 2024  
2018-2019 Catalog [ARCHIVED CATALOG]

BUS 596 - Financial Planning Capstone

3 hours
Focuses on the efficient conservation and transfer of wealth, consistent with client goals.  It is a study of the legal, tax, financial, and non-financial aspects of this process, covering topics such as trusts, wills, probate, advanced directives, charitable giving, wealth transfers and related taxes. CS