Weekly Outline

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Midterm Notes

Week 1: August 30, Sept. 6: Introduction

Read: Chapter 1 and the "Types of Taxes" download

Week 2:  Sept. 11 - 13: Tax Authority

          Read: Chapter 2

Week 3: Sept. 18 - 20: Gross Income: What and When

          Read: Chapter 3

Case Study I: Finders, Keepers

Week 4: Sept. 25 - 27: Costs of Doing Business

          Read: Chapter 4, pp. 4-1 to 4-19

Case Study II: My Son the Accountant

Week 5: Oct. 2 - 4: Cost Recovery

Read: Chapter 4, pp. 4-19 to end

Week 6: Oct. 9 - 11: Loss Limits

          Read: Chapter 5

Case Study III: Louie the Landlord

Week 7: Oct. 16 - 18: Timing and Methods of Accounting

          Read: Chapter 6

October 23: In-class Midterm.

Week 8: Oct 25: Timing and Methods of Accounting (cont'd)

Case study IV: Rivas Stores Company

Weeks 9 - 10: Oct. 30 - Nov. 6:  Tax Rules for Individuals

Read: Chapters 15 and 16 (omit pp. 15-26 to 15-31 and 16-37 to 16-46)

Case Study V: The Marriage Tax

Weeks 10 - 11: Nov. 13 - Nov. 15 Business Entities

            Read: Chapter 14 and Chapter 9, pp. 9-1 to 9-7

 Case Study VI: How Much Tax does Microsoft Pay?

Week 12: Nov. 20 - Nov. 27: Corporate Formation and Operations

Read: Chapter 9, pp. 9-7 to end; Chap. 10 pp. 10-1 to 10-11

Week 13: Nov. 27 - 29: Property. Basis, Sales and Trades

           Read: Chapter 7

Week 14: Dec. 4 - 11: Capital Gains and Losses

           Read: Chapter 8

No Class Dec. 6: Advising Day

Week 15: Dec. 13: Course Summary

revision date 11/19/00