Graduate Certificate - Financial Counseling

Information is subject to change.
Please revisit this page again before the semester starts to make sure you have all the current information.
Drops and Refunds:
Students adhere to the drop and refund policies and deadlines of their home university.
Fall 2024 Course Information
Personal Income Taxation

Course Description
This course focuses on in-depth information of income tax practices and procedures including tax regulations, tax return preparation, the tax audit process, the appeals process, preparation for an administrative or judicial forum, and ethical considerations of taxation. Students learn new and emerging issues related to taxation. Family and individual case studies provide students practice in applying and analyzing tax information and recommending appropriate tax strategies.
Contacts
Instructor

Jonathan Fox
Office: 515-294-6993
jjfox@iastate.edu

Campus Coordinator

For course access questions, contact the teaching university’s campus coordinator. For enrollment questions, contact your home university campus coordinator.
View the Campus Coordinator Directory >>

Disability Support Services

To request accommodations for this course, contact the disability support office at your home university. You must register each semester and for each course. Read more about the Great Plains IDEA process for requesting accommodations.


Textbooks

Income Tax Planning
Langdon et al.
Edition: 17th
ISBN: 978-1-957511-14-6
Publisher: Money Education


Course Access
 
In the three weeks prior to the start of class, students will receive course information and access instructions via email from the Iowa State campus coordinator, Iowa State Online
 
The email will include instructions for how students can set up their Iowa State Net-ID and password which is needed to log into Iowa State’s Canvas system. It typically takes 1-2 business days after setting up a Net-ID before students can log into Iowa State’s Canvas. Courses may not be visible in Canvas until the first day of class.
 
If students experience problems registering for a Net-ID, they can contact the Iowa State Solution Center for assistance at 515-294-4000. Students will need their 9-digit ISU university ID (provided in the ISU campus coordinator email) for the Solution Center to assist them. The Solution Center is open evenings and weekends.  View the Solution Center's hours of operation.

Exam Proctor

This course does not require an exam proctor.

Synchronous Components

This course does not include synchronous components.


Comments

Textbook will be the 17th edition if it comes out before the Fall semester. If not, the 16th edition will be used.

University Members
Members of the Great Plains IDEA are universities accredited by a regional accrediting agency recognized by the U.S. Department of Education. Member universities recruit, admit and graduate students, teach in an academic program and contribute to the leadership and maintenance of the alliance. Membership in the alliance is a selective process that engages institutional leadership at all levels.

Huang_Shaojun_Headshot_for_Website1.pngHaving an integrated financial strategy for families has become increasingly important for families to stabilize their finances, especially during the pandemic. Acquiring professional knowledge on how to well manage family wealth has motivated me to pursue a master’s degree program in family financial planning and become a professional financial planner. The Great Plains IDEA program offers me a great path to this academic field and to gain the skills to help people protect financial resources.

– – Shaojun Huang, Family Financial Planning Graduate,
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