This course introduces the foundations of U.S. taxation and helps learners see how tax rules connect to income, investments, business interests, state residency, deductions, filing decisions, and wealth planning. Through practical examples, reflection prompts, and case-based scenarios, participants build the context needed to engage more confidently with tax advisors and make sense of tax-related decisions throughout the year.

This course introduces budgeting and financial planning fundamentals in the specific context of wealth, where saving, spending, goal-setting, risk, giving, and advisor conversations often carry added complexity. Learners use practical tools, case studies, and curated resources to clarify priorities, evaluate trade-offs, and connect financial decisions to values, stewardship, and long-term goals.