MSFP 596 Advanced Tax Planning

This advanced income tax planning course equips students with the strategic skills and analytical frameworks needed to manage complex individual and fiduciary tax scenarios. Through an exploration of topics including tax liability optimization, loss harvesting, entity taxation, estate planning, and charitable giving strategies, learners will gain the ability to critically evaluate and apply tax planning techniques. Emphasis is placed on integrating tax considerations with financial and estate planning using current tools and regulatory frameworks. The course prepares students to make informed, forward-looking decisions that optimize after-tax outcomes for high-net-worth individuals and closely-held businesses.