Wealth Planning Badge - Graduate
Issued by
Grand Valley State University
This badge is designed to prepare experienced tax practitioners for advanced level tax research and planning for estates, gifts, and trusts, including transfer tax issues, distributable net income, simple trusts, fiduciary accounting income, throwback rules, special valuation rules, and more. The graduate tax badge in Wealth Planning consists of two courses that provide deep knowledge in fiduciary income tax and estates, gifts, and trusts.
Additional DetailsEarning Criteria
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ACC 628: Fiduciary Income Tax; ACC 641: Advanced Estate, Gift & Trust