TAX 636Estate & Retirement Planning

Units: 0.50
Level: Graduate
Faculty: Arts
Subject: Taxation

When it runs

Ran in 2 of the last 7 terms. Winter 2027: scheduled. Spring 2027: schedule not out yet.

This course integrates the tax, legal, family and business issues involved in planning for the estate and retirement of the business owner, the professional and the executive. Cases are used to highlight the application of many of the techinques that can be used to accomplish the objectives of the individual involved.

Prerequisites

None listed.

Antirequisites

None listed.

Leads to

No course lists it as a requisite.

Check it elsewhere for Fall 2026

Graduate Calendar, Fall 2026The official entry
Requirements for Fall 2026Waterloo’s requisite checker
Schedule of Classes, Fall 2026Instructors, rooms, live seats
Quest Class SearchWhere you enrol
Course outlinesSyllabi from past terms (UW login)
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WClassesPast sections back to 2004, and who taught them

Calendar versions

Graduate Calendar

Older Graduate Calendars

In 42 terms, Fall 2006 to Winter 2024