High-Net Worth Individuals Taxation Certificate
Explore Tax Planning for High-Net Worth Individuals
The Carlson School of Management's online High-Net Worth Individual Taxation Certificate was explicitly designed for financial planners within and outside the taxation field. It delivers the subject-matter expertise required to carry out effective tax planning, preparation, and strategy for high-net worth clients. This AACSB-accredited program is delivered 100% online so you can learn from anywhere and continue your education while working full time.
Associated Degree: Online MBT
High-Net Worth Tax Planning Courses
The High-Net Worth Individual Taxation certificate consists of five courses and 12 total credits. It focuses on essential financial planning topics including wealth transfer, property transactions, and income taxation of fiduciaries.
Instructional design experts developed the Carlson School's taxation courses specifically for the online modality to ensure our students have access to the highest-quality learning experiences. All courses in this program meet the accounting requirements for the CPA exam and count toward the continuing education credits required to maintain CPA licensure.
- MBT 6221: Tax Research - 4 Credits
- MBT 6351: Wealth Transfer (Estates & Gifts) - 2 Credits
- MBT 6353: Income Taxation of Fiduciaries - 2 Credits
- MBT 6363: Compensation & Benefits - 2 Credits
- MBT 6371: Property Transactions - 2 Credits
Become a Skilled Tax Strategist
When you complete your graduate certificate program, you will be an expert in tax planning for high-net worth individuals. This specialized skill set can qualify you for lucrative and growing career paths. Financial specialists, a category that includes roles like estate tax planner and wealth advisor, are in the highest demand for the accounting occupational group, with a five percent employment increase projected through 2032.1
- $122,403 Median salary for investment managers2
- $95,390 Median salary for financial advisors3
Why Earn a Taxation Certificate?
Our graduate certificates allow you to take master's-level courses and specialize your skills in a targeted area. You can upskill quickly and earn a valuable credential without committing to a full degree. Throughout your program, you will grow your network by learning alongside fellow professionals in classes led by taxation experts. Plus, students completing the online graduate certificate in high-net worth individual taxation can apply credits toward the Carlson School Master of Business Taxation degree program.*
The Carlson School's taxation certificates provide the advanced knowledge and hands-on experience you need for professional development and long-term career growth. This program consists of 12 credits with a tuition cost of $1,545 per credit hour. The total tuition cost is $18,540. You can transfer up to two credits of graduate tax coursework to accelerate your program completion time.
Admissions Details and Application Deadlines
The Carlson School of Management offers a streamlined online application for our graduate certificate programs. There is no minimum GPA requirement, and our application fee is $75, with a waiver available for active-duty U.S. military service members. You can explore other requirements below.
Admissions Requirements Overview
The following materials are required to apply to the High-Net Worth Individual Taxation Graduate Certificate program:
- Bachelor's degree from an accredited institution
- Completed application
- Unofficial transcripts from all universities/colleges where coursework has been completed
- Personal statement
- Current resume
Prerequisite Courses:
The following required prerequisite courses may be taken after admission but must be completed before students are eligible to begin taxation program courses: ACCT 2051 (4 credits) and ACCT 5135 (4 credits). Equivalent courses may be substituted with the approval of the director of graduate studies.
Application Deadlines
Spring (January Start) | Fall (September Start) |
|---|---|
| October 15 | May 15 |
| November 15 | June 15 |
| December 15 | July 15 |
| August 1 (Final deadline) |
We accept applications after the deadline if space is available.
Frequently Asked Questions
Find answers to common questions about the Carlson School's High-Net Worth Individual Taxation Graduate Certificate below.
The first step is to start your application.
Work experience is not required for admission, but applicants must submit a current resume. Contact us to learn more about our admissions policy.
Earning a graduate certificate allows you to upskill quickly in targeted areas that can enhance your career. Career paths in high-net worth individual taxation include financial advisor, investment manager, inheritance tax manager, and more.
Tuition is $1,545 per credit hour. You'll complete 12 credits for a total tuition cost of $18,540. You can contact us to learn more about tuition and fees.
Most students complete this graduate certificate program in 9-24 months.
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Sources and Disclaimer
- U.S. Bureau of Labor Statistics. Occupational Outlook Handbook. Accountants and Auditors.
- PayScale.com. Average Investment Manager Salary.
- U.S. Bureau of Labor Statistics. Occupational Outlook Handbook. Personal Financial Advisors.
*To begin this process, certificate candidates must apply for admission to the master's program. Contact us to learn more.