Advanced Study in Tax Compliance and Planning

Course Description

In-depth study and review of tax reporting requirements and tax planning techniques. Prerequisite: ACC 651 and permission of instructor or Program Director; Notes: Only offered online.

Syllabus

Student Learning Outcomes, Goals, Objectives:

Students successfully completing this course will be able to:

  • Explain tax reporting and planning consideration for gross income, inclusions, and exclusions as it relates to individuals.
  • Calculate ordinary and capital gains and losses of asset transactions.
  • Evaluate tax accounting methods for different business entities.
  • Apply the factors impacting various taxpaying entities and vehicles to specific business situations.
  • Describe basic multijurisdictional tax issues for local, state, and international issues.
  • Discuss tax implications as it relates to the overall financial plan and framework for individual taxpayers.
  • Describe tax-exempt status and unrelated business income (UBI) concepts.
  • Apply tax research techniques.

Course Grading Information:

Activity/Performance Measure Percentage/Points
Unit Homework 20%
Unit Assessment Quizzes 35%
Comprehensive Final Exam 25%
Study Plan 10%
Application to Sit for Exam 10%

Grading Scale

Percentage Letter Grade
93.0-100.0%A
90.0-92.9%A-
87.0-89.9%B+
83.0-86.9%B
80.0-82.9%B-
77.0-79.9%C+
70.0-76.9%C
Below 70.0%F

Attendance/Participation:

Attendance/participation is not a graded component included in the student's final grade for this course.

Course Materials Purchased by the Students:

CPA review material package (by choice of student)

Scholarly Perspectives

This course engages diverse scholarly perspectives to develop critical thinking, analysis, and debate and inclusion of a reading does not imply endorsement.