Tax Factors for Financial Planning

Course Information

Registration Information

Meeting Times

Day Time Location
TUE, THU 2:00 - 3:30 pm RRH 3.402


This is a Business School course, cross-listed with the Law School.

The course is offered through the full-time MBA program as an upper-level accounting elective. The goal of the course is to provide a fundamental understanding of the principles of taxation and financial planning. Traditional business courses analyze an array of factors affecting business decisions but provide little systematic consideration of individual financial planning decisions. This case-based course intends to bridge this gap by discussing how accounting, economic, finance, and legal principles affect a variety of personal financial planning decisions.

Textbooks ( * denotes required )

No materials required


Headshot of De Simone, Lisa Nicole De Simone, Lisa Nicole
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