Taxation Certificate

The 9-course Taxation Certificate provides students with a thorough understanding of taxation standards and principles. The program is ideal for individuals who are planning to pursue a career in taxation as well as for financial services professionals who want to provide tax management services. The curriculum is also relevant for students who are preparing for industry certification, including CPA and EA licensing.

Students must successfully complete nine courses in the certificate program as well as the one-day seminar, Business Ethics, which can be taken at any time during the program. The required curriculum can be completed within two years. 

All candidates completing the program are awarded a certificate that bears the gold seal of the University of California and is signed by the Dean of UCLA Extension. 

Certificate Curriculum

Click on the respective course title(s) to determine course availability and to enroll.

Recommended Core Courses (4 courses)

X 127 Federal Income Taxation
X 427.8 Taxation of Corporations and Shareholders
X 427.9 Partnership Taxation
X 427.111 Federal Tax Practice and Procedures

Ethics Requirement (1 course) 

X 423.422 Ethics in Accounting

 Elective Courses (Select 4 courses

X 427.12 Estate and Gift Taxation
X 427.121 International Taxation
X 427.122 Taxation of Property Transactions
X 427.123 Taxation of Nonprofit Organizations: Reporting and Governance
X 427.13 Payroll Tax and Accounting
X 427.904 Retirement Plans and Other Employee Benefits
X 427.96 Federal Tax Research
X 430.33 Income Taxation in Personal Financial Planning
X 439.3 Estate Planning
X 439.31 Advanced Estate Planning
X 427.124 Internship in Taxation

Certificate Booklet     Enroll in Certificate

Program Requirements

Students are recommended to enroll in the certificate after completing their first two courses in the program at which time students must:  

  • Submit an Application for Candidacy with a non-refundable application fee of $200.  Students are recommended to enroll in the certificate after completing their first two courses in the program.
  • Complete within five years all nine required taxation courses for a total of 36 quarter units.
  • Receive a minimum 2.5 GPA or better for courses completed in the certificate.

Recommended Prerequisites 

Students are advised to complete X 1A Principles of Accounting and X 1B Principles of Accounting (or equivalent) prior to enrolling in the certificate since these two courses are prerequisites for a number of courses in the curriculum. 

Transfer of Courses

A maximum of two courses can be transferred into the certificate program.  Courses must be equivalent in course content and unit value to be eligible and must have been taken within the last five years.  If courses were taken beyond this time period, students may be allowed to take alternative courses in consultation with the Certificate Programs Advisor.

Available Discounts

Course discounts are available to CalCPA and FPA members as well as to employers who register 3 or more of their employees in a course. View additional discounts

MCLE/CPE Credit

Many courses in this program have been approved for Minimum Continuing Legal Education (MCLE) credit by the State Bar of California and may also be applied toward the State of California‘s continuing professional education (CPE) requirement for the licensure of Certified Public Accountants. 

 

 

 

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