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TAX705Personal Finance and Advisory Services

Course Prerequisites ToolSNHU 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.

Prerequisite Tree

No listed prerequisites for this course.

Interactive Prerequisite Graph

Explore the prerequisite relationships visually. The graph below supplements the crawlable list above.

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