Class |
Date |
Topics |
Text
& Web Page References |
Homework Due
(ON this date) (Article
on Excel) |
1 |
9/20 |
1– Administration, Introductions, & Foundations
| lecture
|
course handout |Tax Education Background Survey
(please
complete)
The Law that Never Was
(by Bill Benson) |
Chapter 1
Facts-Issues-Authority-Conclusion |
|
2 |
9/25 |
2– Working with the Tax Law
| REVISED lecture |
Statement on Standards for Tax Services (AICPA)
FYI:
Practice Makes Perfect |
Chapters 2 & 26 |
Court Case Presentation
by Ron
| Summary |
Slideshow | |
3 |
9/27 |
|
|
Homework 1
1) Tax Research Exercise,
due by 5 PM
2) Word Document |
4 |
10/02 |
3–
Valuation
Periods & Methods
| lecture |
supplement | |
Chapter 16 |
Homework 2
1) Tax Research Exercise,
due by 5 PM
2) Excel Spreadsheet |
5 |
10/04 |
4– Valuation Components
Income Inclusions
| lecture |
supplement |
|
Chapter 4 |
Homework 3
1) Tax Research Exercise,
due by 5 PM |
6 |
10/09 |
5– Valuation Components
Income Exclusions
| lecture |
supplement | |
Chapter 5 |
Homework 3
2) Excel Spreadsheet |
7 |
10/11 |
6– Valuation Components
Deductions & losses
| lecture |
supplement |
Deductions & losses
| lecture |
supplement | |
Chapters 6-10
Cost Segregation
Applied |
Homework 4
1) Tax Research Exercise,
due by 5 PM
2) Excel Spreadsheet |
8 |
10/16 |
|
|
Homework 5
1) Tax Research Exercise,
due by 5 PM
2) Excel Spreadsheet
2006 Tax Returns 1
Page 1, Forms 1120, 1120S, 1065 (Revenues ONLY!) |
9 |
10/18 |
|
|
Homework 6
1) Tax Research Exercise,
due by 5 PM |
10 |
10/23 |
7- Valuation Components
Property Transactions
(realized/recognized/basis;
exempt & deferred)
| lecture |
supplement | |
Chapter 13 |
Court Case Presentation-
#2 @ Ellensburg
2006 Tax Returns 2
Page 1, Forms 1120, 1120S, 1065 (Deductions ONLY!)
Homework 6
2) Excel Spreadsheet
|
11 |
10/25 |
8- Valuation Components
Property Transactions
(capital)
| lecture |
supplement | |
Chapter 14 |
Homework 7
1) Tax Research Exercise,
due by 5 PM
2)
Excel Spreadsheet
Midterm Exam
(Take home- Due by 6 AM PST, Tuesday, 10/30) |
12 |
10/30 |
9- Valuation Components
Property Transactions
(capital & §1231)
| lecture |
supplement | |
Chapter 14 |
Court Case Presentation-
#1, #3 & #4 @ Ellensburg
Homework 8
1) Tax Research Exercise,
due by 5 PM |
13 |
11/01 |
|
|
Court Case Presentation-
#5 & #6 @ Lynnwood
|
|
14 |
11/06 |
10a- Tax Entities
C-Corporations
(operations)
| lecture |
supplement |
New
Schedule M-3 Expands Reporting for Large Corporations
(by Walter Antognini) |
Chapters 17, 18 |
Homework 9
1) Tax Research Exercise,
due by 5 PM
2) Excel Spreadsheet
2006 Tax Returns 3
Page 1, Forms 1120, 1120S, 1065 (Only Schedule D and
Schedules K.) |
| 15 |
11/08 |
10b- Tax Entities
C-Corporations
(distributions)
| lecture | |
|
Homework 10
1) Tax Research Exercise,
due by 5 PM
Court Case Presentations-
#7 & #8 @ Des Moines |
| 16 |
11/13 |
11- Tax Entities
Partnerships
(operations, reporting, & owner's basis)
| lecture |
supplement | |
Chapter 21 |
Homework 10
2) Excel Spreadsheet |
| 17 |
11/15 |
Ron at
Applied Business and Entrepreneurship Association International
|
2006 Tax Return 4
Form 1120 & Excel Tax Worksheet (submit via Email
attachment)
Midterm Exam
(Take home- Due by 6 AM PST, Wednesday, 11/21)
-Submit Answers |
| 18 |
11/20 |
Homework 11
1) Tax Research Exercise,
due by 5 PM
2) Excel Spreadsheet
Tax Research Exercise #13
(due by 10 PM) |
| |
11/22 |
Thanksgiving Holiday- No class |
|
|
19 |
11/27 |
12- Tax
Entities
S-Corporations
(operations & reporting)
| lecture |
supplement | |
Chapter 22 |
2006 Tax
Return 5
Form 1065 & Excel Tax Worksheet Homework 12
1) Tax Research Exercise,
due by 5 PM
2) Excel Spreadsheet |
|
20 |
11/29 |
13- Tax Entities
Individuals
| lecture |
supplement |
|
Chapter 3 |
Court Case Presentations-
#9 & #10 @ Lynnwood
2006 Tax Return 6
Form 1120S & Excel Tax Worksheet |
|
|
12/04
(6:30 PM) |
Culminating Experience
-Review 2006 Form 1040
-Discuss Tax Return Case Study Questions |
|
Course Evaluation
2006 Tax Return 7
Form 1040 (due by class) |
