BUSINESS TAXATION 2002 (MGP 264)SS

    
    Note: This syllabus is for reference only. A final syllabus with active 
          links will be provided to students who enroll in the course.

Key Due Dates 8 | Homework #1: 10/10 | Homework #2:
        11/7 | Take Home Midterm: 10/24 | Final Group Presentation: 12/5
        |
 

        
Weekly Class Schedule 8 | Power
        Point Lecture Notes |

        
We meet on Thursdays from 9:00-11:50 am in AOB4-261 for full time students and from 6:00-9:00
        pm in OCM-2 for working professional students. The tenth class
        is on 12/5/2002, which will be for your group project presentations.
        There is no final exam. We will go over additional assignments
        from the text in class. Send all homework to homework@pagriffin.com and label your file as lastname.assignmentno.documenttype. 

        
 
BBB
 
 #
 
 
DATE
 
TEXT
 
ASSIGNMENT*
 
TOPIC
        (CLICK LINKS FOR DETAILS)
 
 1
 
 
 
 9/26
 
 
 
SW 1, 2
 
Tax
        Relief Act 2001
 
Introduction & Fundamentals of Tax Planning: Transaction
        costs; Basic maxims.  Update on tax legislation. Powerpoint, Excel
        worksheet
 
 
 
 
 
 
 
 
 
 
 
 
 2
 
 
 
 10/3
 
 
 
SW 3
 
Problem#2.pdf*
        (10 %)
 
Savings
        Vehicles: Powerpoint, Excel
        worksheet Tax
        loss selling
 
 
 
 
 
 
 
 
 
 
 
TPP#3-1 (in class)
 
 3
 
 
 
 10/10
 
 
 
SW 4, 12
 
TPP#4-4 (in class)
 
Organizational
        Form (Ch.4); Corporations (Ch.12); Hand in Problem#2.pdf.
 
 
 
 
 
 
 
 
 
 
 
EX#12-1 (in class)
 
 4
 
 
 
 10/17
 
 
SW 5, 6, 7
 
EX#5-4; EX#5-8 (in class)
 
Implicit
        Taxes and Clientelles; Tax Arbitrage; Marginal Rates; Previous
        exams
 
 
 
 
 
 
 
 
 
 
 
Pick
        up Take-home
        midterm* (40 %) The midterm covers Chps. 3-5.
 5
 
 
 
 10/24
 
 
 
SW 8, 9
 
EX#8-6; TPP#8-3 (in class)
 
Compensation
        and Retirement Planning; Stock Ownership; Hand in Midterm
 
 
 
 
 
 
 
 
 
 
 
 
 

 6
 
 
 
 10/31
 
 
 
SW 10, 11
 
TPP#10-2* (10%)
 
Multinational Tax Planning; Foreign Tax
        Credits, Introduce TPP#10-2
 
 
 
 
 
 
 
 
 
 
TPP#10-1 (in class)
 
 7
 
 
 
 11/7
 
 
 
SW 13, 14, 15
 
TPP#14-1 (in class)
 
Taxable
        Restructuring Transactions, Hand in TPP#10-2
 
 
 
 
 
 
 
 
 
 
TPP#15-1 (in class)
 
 8
 
 
 
 11/14
 
 
 
SW 16, 17
 
Review tables
        16.2-16.4
 
Nontaxable
        or Partially-Taxable Restructuring Transactions.
 
 
 
 
 
 
 
 
 
 
 
Review tables 17.2-17.3
 
Tax
        planning Divestitures
 
 9
 
 
 
 11/21
 
 
SW 18
 
Tax
        Relief Act 2001 (pp 14-25)
 
Family Succession and Estate Planning UGMA
 
 
 
 
 
 
 
 
 
 
 
TPP#18-3 (in class)
 
 10
 
 
 
 12/5
 
 
 
Group Project Presentations (40%)
 
Examples
        from previous years
 
 
 
 
 
 
 
 
 
 
 

        
 *
 
To be handed in at the beginning of the
        following class.

        

Copyright
        © 2002 Paul A. Griffin All rights reserved