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Accounting

ACTG 412
Advanced Taxation

  1. Catalog Entry

ACTG 412. Advanced Taxation
Three hours lecture.

Prerequisites: ACTG 411

Examines advanced topics relating to individual and entity taxation, tax research, exempt entities, and multi-jurisdictional tax issues.

  1. Detailed Description of Content of Course

1. Income taxation of partnerships: Subchapter K
2. Income taxation of estates, trusts, beneficiaries, and decedents: Subchapter J
3. Estate and gift taxes: Subtitle B
4. Income taxation of corporations: Subchapter C
5. Income Taxation of Subchapter S Corporations: Subchapter S
6. Tax Research Methodology
7. Tax Practice

  1. Detailed Description of Conduct of Course

The course will consist of lecture, problem analysis, both in and out of class, computer assignments and tax form (return) preparation projects.

  1. Goals and Objectives of the Course

Having successfully completed this course, the student will be able to:

1. determine which tax entity is appropriate for the client (partnership, S corporation, C corporation).
2. prepare basic tax forms for each entity type
3. determine the effects of income/loss on tax basis
4. determine the effects of all distributions on the entity and on the taxpayer
5. determine estate/gift tax liabilities
6. understand the dynamics of trust instruments
7. prepare tax returns for estates and trusts
8. do some basic tax research
9. understand and interpret the code.

  1. Assessment Measures

Graded assignments may include in-class and take-home tests, a final examination, pop quizzes, the assignment and presentation of problem exercises, computer projects, return preparation papers, papers, and class preparation and participation.

  1. Other Course Information
  2. Review and Approval

Date Action Reviewed by
September 2001 Reviewed Dr. Dan Davidson, Chair