BUS 64 — Tax Reform: How the New Law Can Work for You
Course Format: Live Online (About Formats)
Duration: 5 weeks
Date(s): Jan 11—Feb 8
Time: 7:00—8:50 pm (PT)
Refund Deadline: Jan 13
Instructor(s): Christopher Canellos
Class Recording Available: Yes
Status: Registration opens Nov 29, 8:30 am (PT)
The United States income tax code has undergone significant changes over the last few years. This course will identify the major changes and examine their impact on a broad range of financial planning strategies, including the purchase of a personal residence and other investment real estate, the financing of education, saving for retirement, estate planning, charitable giving, and minimizing the alternative minimum tax. A few simple steps in each of these areas might save a taxpayer thousands of tax dollars. The course goes beyond introductory financial planning courses to look at more complex tax-savings techniques, just in time for tax season. We will cover details of the SECURE and CARES acts and any new legislation passed into law. By the end of the course, you will have the tools necessary to estimate your tax bill, and you will be able to fold knowledge of the new law into your personal financial strategy. It’s not how much you make that counts; it’s what you keep!
Christopher Canellos has been a certified public accountant for more than four decades. He is a recipient of the Walter J. Gores Award for Excellence in Teaching and was a lecturer at the Stanford Graduate School of Business from 1982 to 2006. Canellos received an MBA from Stanford.
Senior Advisor, Stanford Financial Management Services
Textbooks for this course:
There are no required textbooks; however, some fee-based online readings may be assigned.