2024-2025 Undergraduate & Graduate Catalog
Badge in Wealth Planning
The School of Accounting's wealth planning badge (not a degree or a certificate) is designed to prepare students for advanced level tax research and planning for estates, gifts, and trusts, including tasks such as:
- Research and provide tax law conclusions for tax issues posited by various tax fact patterns regarding:
- Federal income taxation of trusts and estates and the generation-skipping transfer tax, including entity classification, determination of distributable net income, simple trusts, fiduciary accounting income, throwback rules, decedent income, and grantor trust rules
- Advanced transfer tax issues in estate and gift tax returns, discounts, special valuation rules, irrevocable life insurance trusts, gifting issues, marital deductions, buy-sell agreements, family limited partnerships, and charitable trusts
Website: gvsu.edu/seidmangrad/master-of-science-in-taxation-28.htm
Accreditation
The School of Accounting is accredited by the AACSB (Association to Advance Collegiate Schools of Business), a seal of approval employers' trust.
Admission Requirements
Successful completion of ACC 622 and ACC 627 or equivalents. Applicants seeking this badge while undergraduate or dual-enrolled students must specify whether each course will count toward their current undergraduate degree or a future graduate degree.
Badge Requirements
The wealth planning badge is comprised of two courses (6 credits) that are offered on the Pew Grand Rapids Campus at the L William Seidman Center in downtown Grand Rapids. The badge may be completed fully online, with courses offered synchronously or asynchronously online.