Course Catalog

Tax and Financial Planning for Individuals (2 TO 3)

This course will focus on the following topics:

  • Saving for Retirement (including the tax treatment of Roth and Traditional IRAs and section 401(k) plans);
  • Mutual funds and Investment Strategies;
  • College Savings Plans (including section 529 plans);
  • Divorce Planning;
  • Primer on Estate Planning (under Federal and Maryland law);
  • Tax and Financial Benefits of Owning and Selling a Home (including the tax consequences of renting a vacation home);
  • Charitable Contribution Planning; and
  • Life, Disability, and Long-Term Care Insurance

C: Income Taxation. Others with tax experience may enroll with the permission of the instructor.

Current & Previous Instructors:
Robert Keller;

556C (CRN: 26055)       Credits: 2
    Keller.
    Spring, 2015 (Twilight).
    Mon: 5:25-7:25  
    Room 307.
    13 openings. (Limit 25).
    Booklist.    


Key to Codes in Course Descriptions
P: Prerequisite
C: Prerequisite or Concurrent Requirement
R: Recommended Prior or Concurrent Course

New Catalog Search


Back To Top

500 W. Baltimore Street, Baltimore, MD 21201-1786 PHONE: (410) 706-7214 FAX: (410) 706-4045 / TDD: (410) 706-7714
Copyright © 2014, University of Maryland Francis King Carey School of Law. All Rights Reserved.

Hotline Hotline



UM | About This Site | Site Map | Contact Us


500 W. Baltimore Street, Baltimore, MD 21201-1786 PHONE: (410) 706-7214 FAX: (410) 706-4045 / TDD: (410) 706-7714

Copyright © 2014, University of Maryland Francis King Carey School of Law. All Rights Reserved