Aspirations Discovered and Achieved

The executive pay package is designed to drive the performance of the executives, owners, or leaders themselves as well as the organization. This course will identify executive pay packages such as base salary, bonus, short and long-term incentives, executive perks, and other benefits. Additionally, students will analyze the advantages and disadvantages of these components including taxation, policy, & regulations (ERISA). Financial planning professionals can leverage this knowledge to advise their clients or themselves.

Students extract information from multiple types of financial statements including note disclosures and use that data to view a business and assess the value generated. In doing so, they quantitatively assess the business strategies and apply sound statistical and analytical techniques. Case studies along with data analytics assignments, questions, critical thinking problems, analysis decision or mini exercises enable students to practice multiple techniques.

An advanced gift and estate planning course which presents an overview of basic gift, estate and generation-skipping transfer tax law and tax computation processes. GS 815 also discusses the ownership and taxation of transfers of property during lifetime and at death in addition to marital, charitable giving, and life insurance planning. Family business entity planning and buy-sell agreements are also addressed in the course.

This course addresses current issues relevant to helping clients save for retirement and ensure that adequate retirement income lasts a lifetime. Topics include the retirement savings crisis, determining retirement needs, motivating clients to save, maximizing savings through tax strategies, choosing an appropriate retirement income strategy, tax-efficient distributions, and Social Security benefits claiming.

This course covers retirement planning and employee benefits. Retirement planning addresses accumulation and distribution phases and covers the various types of retirement plans, including employer-provided retirement plans (pension, profit-sharing, stock bonus, ESOP, 401(k), 403(b), 457, SEP and SIMPLE plans as well as nonqualified deferred compensation and stock option plans), Social Security, and IRAs. Employee benefits covers medical plans, group term life and disability plans, cafeteria plans and flexible spending plans.

In this online orientation, students are introduced to the courses within the MSM program, the faculty and fellow students. Students are also oriented to The College and the educational resources available to GS students.