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This 3-course Specialization provides a foundational understanding of United States (US) federal taxation across its three core areas: individual income, estate and gift, and corporate taxation. Students progress from individual taxation fundamentals—including gross income, deductions, capital gains, and the AMT—through the unified transfer tax system and into C corporation taxation, entity choice, and state-level corporate income tax considerations. Real-world examples and policy analysis connect each concept to the legislative and economic forces shaping the modern tax system. Practical problem sets throughout prepare learners for careers in tax practice, financial planning, or corporate advisory roles.

Syllabus

Course 1: US Individual Taxation and Policies
Course 2: US Corporate Income Taxation and Policies
Course 3: US Estate Taxation and Policies

Courses

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This course provides a comprehensive introduction to United States (US) Corporate Income Tax and Policies, tailored for beginners with a basic understanding of individual income tax. Participants will learn about the significance of corporate income taxation, the concept of double taxation, and how corporate tax policies influence business decisions. The course will also cover recent tax reforms, the impact of corporate tax rates on economic growth, and the formation of corporations, including a comparison of S-Corporations and C-Corporations from a tax perspective. Additionally, learners will explore tax benefits, liabilities, key tax forms, and the process of filing corporate tax returns, along with the implications of corporate mergers, acquisitions, and restructuring.
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This course provides an in-depth introduction to United States (US) estate planning, covering essential documents, processes, and the foundations of a basic estate plan. Students will explore key concepts in gift and estate tax, including compliance requirements, as well as the probate process and asset titling. The course examines transfers and trusts as core estate planning tools, along with strategies for charitable giving and the benefits of the unlimited marital deduction. Participants will also learn about the role of life insurance, special elections, and planning considerations related to generation-skipping transfers and associated taxes. By the end of the course, learners will have a comprehensive understanding of estate planning principles and the tools used to manage and transfer wealth effectively.
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This course provides a comprehensive overview of United States (US) individual taxation and policies, tailored for beginner learners and career reskillers in finance. Participants will explore key historical events that have shaped US tax policy, including the significance of the 16th Amendment and the evolution of federal income tax rates. The course will also cover the impact of major tax reforms on individual taxpayers, the classification of taxable income, and the calculation of tax liability. Learners will gain insights into deductions, including above-the-line and below-the-line deductions, as well as the role of the IRS in tax administration. The course will address common tax credits, the implications of different business entities, and the process for amending a federal income tax return. By the end of the course, participants will be equipped to prepare and complete a comprehensive individual federal income tax return.