Please note:
This specialization program is no longer accepting new students. Existing students may contact our student advisor at fmpcertificate@uclaextension.edu for more information.
Required Courses
Summer Enrollment is Open! Courses begin June 23, 2025.
specialization
Tax Planning for Individuals
Learn to create effective tax plans, preserve wealth, and navigate estate planning to secure financial futures for individuals and families.
This program is perfect for...
- CPAs and Attorneys looking into a tax specialization
- Tax preparers who wish to advance in their careers
- Investment counselors looking to enhance their skills and understanding
- Individuals looking to transition into a career in taxation
What you can learn.
- Learn the tax considerations needed for personal financial planning
- Gain essential skills needed for estate planning
- Understand how to preserve family wealth for future generations
Plan, Grow, and Protect Wealth
Preparing tax plans for individuals and families can get complicated and it is important to understand how to create and implement effective tax plans that minimize liability and maximize savings.
Our comprehensive program is designed to equip you with the essential tax planning strategies to help you succeed as a tax planner. Whether you're preparing for retirement, managing family wealth, or navigating estate planning, understanding tax implications is key to preserving assets across generations.
Our flexible learning format—available both online and in the classroom—ensures you can gain these invaluable skills on your schedule. Join this dynamic program and become a trusted expert in securing financial legacies through smart, informed tax decisions.
Courses
Click below to view the required and elective courses, if applicable, for this program.
Estimated Cost Breakdown
All courses in this program are paid for individually, unless otherwise noted. An application form is required to establish candidacy in this program. From the 'Apply Now' button, complete the online application and pay the application fee if applicable.
**Federal Financial Aid Gainful Employment Disclosures
The U.S. Department of Education requires colleges and universities to disclose certain information for any financial aid eligible program that, “prepares students for gainful employment in a recognized occupation”. This information includes program costs; occupations that the program prepares students to enter; occupational profiles; on time completion rate; and for the most recent award year: the number of students who have completed the program, the number of students who complete the program within the estimated duration, the job placement rate, and the median Title IV and private loan debt incurred by those who complete the program. For gainful employment information for this program, visit our Financial Aid page.
An internship in taxation can provide you with practical experience in a variety of job functions. Students must have completed a minimum of 16 units of the Taxation Certificate program curriculum (4 courses) before enrolling in the internship.
Contact Us
Stackable options that really add up!
This specialization is part of several stackable specializations available within the tax and accounting disciplines. Utilize these stackable programs to create your own career path, and to acquire marketable areas of expertise.
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