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2021-2022 Undergraduate & Graduate Catalog

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Badge in Wealth Planning

The School of Accounting's wealth planning badge (not a degree or a certificate) is designed to prepare students for advanced level tax research and planning for estates, gifts, and trusts, including tasks such as:

  • Research and provide tax law conclusions for tax issues posited by various tax fact patterns regarding:
    • Federal income taxation of trusts and estates and the generation-skipping transfer tax, including entity classification, determination of distributable net income, simple trusts, fiduciary accounting income, throwback rules, decedent income, and grantor trust rules
    • Advanced transfer tax issues in estate and gift tax returns, discounts, special valuation rules, irrevocable life insurance trusts, gifting issues, marital deductions, buy-sell agreements, family limited partnerships, and charitable trusts

Program Format

The wealth planning badge is comprised of two courses (6 credits).


Successful completion of ACC 622 and ACC 627 or equivalents. Applicants seeking this badge while undergraduate or dual enrolled students must specify whether each course will count toward their current undergraduate degree or a future graduate degree.

Program Location

The wealth planning badge is offered on the Pew Campus in downtown Grand Rapids, MI.

Requirements for the Wealth Planning Badge

If you are in need of assistance please submit any questions or comments.