Program Courses

Annual Schedule

FALL WINTER SPRING SUMMER
300-0 Intro to Financial Planning X   X
301-0 Insurance Planning   X   X
312-0 Investment Planning X   X
313-0 Income Tax Planning X X
314-0 Retirement Planning and Employee Benefits X X
315-0 Estate Planning X X

320-0 Financial Plan Development and Presentation (Capstone) *Only offered during the Fall and Spring terms. Please plan your schedule with this in mind.

X X

Sample Course Plans


PDP courses are offered online, remotely, and on-campus in accordance with University guidelines . Please refer to the Schedule Notes for course delivery information.

IMPORTANT: The registration process for all professional development courses requires you to (A) register for your course, (B) complete an acknowledgment of Northwestern University's Student Expectations and COVID-19 Code of Conduct in CAESAR. Current students with an active NetID must complete their student acknowledgment in CAESAR before registering for courses. New students must complete their student acknowledgment in CAESAR within 48 hours of enrollment before official registration can be finalized.
Please contact pdp@northwestern.edu for assistance.



FN_EXTND 313-0 : Income Tax Planning


Description

This course provides an overview of the federal income tax system, examining the income taxation of individuals, sole proprietorships, partnerships, LLCs and corporations. Students will begin with taxation terminology and then learn about the concepts of gross income and deductions for profit-making activities, personal deductions and tax planning for the family, tax benefits of home ownership, planning for the acquisition and deposition of other real estate, and how the choice of business entity affects the taxes of owners and employees. The course will focus on how financial planners advise clients about the most effective methods of maximizing wealth by reducing their tax burden through an examination of a variety of tax issues-including tax law, accounting methods, tax planning related to employee compensation, research and practitioner concerns, cost-recovery methods, consequences of like-kind exchanges and tax-advantage investments. Alternative minimum tax (AMT), self-employment tax, ethical considerations, potential traps and pitfalls, and the consequences and effects of IRS audits and enforcement activities also will be discussed. This course is offered during the fall and spring terms.


Registered students can access their online course site here. An activated NetID and password is required for login. *Please note: It may take up to 24-hours for registered students to be added to the online course platform.

Tuition : $975

Fall 2022
Start/End DatesDay(s)TimeBuildingSection
09/22/22 - 12/01/22Th
5:45 – 9 p.m.Wieboldt Hall, 339 E Chicago Avenue 45
InstructorCourse LocationStatusCAESAR Course ID
Zacher, James
Chicago Campus
Open18123
Schedule Notes :

This course will be offered on-campus in accordance with University guidelines.

All times listed CST

For more information, please contact profdev@northwestern.edu.

Course Materials :

1. Income Planning 14th Edition, Money Education (Dalton-Langdon). Available in electronic or physical copy beginning in August at www.money-education.com or via phone at 1-888-295-6023.

2. HP10BII+ Financial Calculator

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