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Schedule

The schedule below outlines the topics we will be covering in this course, along with the associated time frames and assignments. Each assignment will be identified as individual (I), team (T), graded (G), or ungraded self-study (U).

Discussions are typically made up of an initial entry, due Thursday by 11:59 p.m. (ET) and final posts, due Sunday by 11:59 p.m. (ET). All other work to be submitted is due by 11:59 p.m. (ET) on Sunday night of the week it is due, including Connect assignments. 

Lesson 1: An Introduction to Tax
Readings:

Textbook

  • Chapter 1: An Introduction to Tax
Assignments:
  • Complete Marginal Effective Tax Rate Practice (I, U)
  • Participate in Introduction Discussion (I, U)
  • Participate in Lesson 1 Discussion: Why So Many Taxes? (I, G)
  • Submit Lesson 1 Connect Assignment (I, G)
  • Submit Chapter 1 Quiz (I, G)
Lesson 2: Tax Compliance, the IRS, and Tax Authorities
Readings:

Textbook

  • Chapter 2: Tax Compliance, the IRS, and Tax Authorities
Assignments:
  • Participate in Lesson 2 Discussion: Time to Go A-Courting (I, G)
  • Submit Lesson 2 Connect Assignment (I, G)
  • Submit Chapter 2 Quiz (I, G)
Lesson 3: Tax Planning Strategies and Related Limitations
Readings:

Textbook

  • Chapter 3: Tax Planning Strategies and Related Limitations

Other Materials
Assignments:
  • Submit Memo Project (I, G)
  • Submit Lesson 3 Connect Assignment (I, G)
  • Submit Chapter 3 Quiz (I, G)
Lesson 4: Individual Income Tax Overview, Dependents, and Filing Status
Readings:

Textbook

  • Chapter 4: Individual Income Tax Overview, Dependents, and Filing Status
Assignments:
  • Submit Lesson 4 Connect Assignment (I, G)
  • Submit Chapter 4 Quiz (I, G)
  • Submit Exam 1 (Chapters 1-3) (I, G)
Lesson 5: Gross Income and Exclusions
Readings:

Textbook

  • Chapter 5: Gross Income and Exclusions
Assignments:
  • Participate in Lesson 5 Discussion: Your Income (I, G)
  • Submit Lesson 5 Connect Assignment (I, G)
  • Submit Chapter 5 Quiz (I, G)
Lesson 6: Individual Deductions
Readings:

Textbook

  • Chapter 6: Individual Deductions
Assignments:
  • Participate in Lesson 6 Discussion: What Can I Trust? (I, G)
  • Submit Lesson 6 Connect Assignment (I, G)
  • Submit Chapter 6 Quiz (I, G)
Lesson 7: Investments
Readings:

Textbook

  • Chapter 7: Investments
Assignments:
  • Participate in Lesson 7 Discussion: Is Congress a Passive Activity? (I, G)
  • Submit Lesson 7 Connect Assignment (I, G)
  • Submit Chapter 7 Quiz (I, G)
Lesson 8: Individual Income Tax Computation and Tax Credits
Readings:

Textbook

  • Chapter 8: Individual Income Tax Computation and Tax Credits
Assignments:
  • Participate in Lesson 8 Discussion: Six of One, Half Dozen of the Other (I, G)
  • Submit Lesson 8 Connect Assignment (I, G)
  • Submit Chapter 8 Quiz (I, G)
Lesson 9: Business Income, Deductions, and Accounting Methods
Readings:

Textbook

  • Chapter 9: Business Income, Deductions, and Accounting Methods
Assignments:
  • Submit Lesson 9 Connect Assignment (I, G)
  • Submit Chapter 9 Quiz (I, G)
  • Submit Exam 2 (Chapters 4-8) (I, G)
Lesson 10: Property Acquisition and Cost Recovery
Readings:

Textbook

  • Chapter 10: Property Acquisition and Cost Recovery (Pages 10-1 to 10-16)
Assignments:
  • Submit Lesson 10 Connect Assignment (I, G)
Lesson 11: Property Acquisition and Cost Recovery (continued)
Readings:

Textbook

  • Chapter 10: Property Acquisition and Cost Recovery (Pages 10-17 to 10-40)
Assignments:
  • Participate in Lesson 11 Discussion: What Do I Choose? (I, G)
  • Submit Lesson 11 Connect Assignment (I, G)
  • Submit Chapter 10 Quiz (I, G)
Lesson 12: Property Disposition
Readings:

Textbook

  • Chapter 11: Property Disposition
Assignments:
  • Submit Lesson 12 Connect Assignment (I, G)
  • Submit Chapter 11 Quiz (I, G)
  • Submit Tax Return Project (I, G)
Lesson 13: Compensation
Readings:

Textbook

  • Chapter 12: Compensation
Assignments:
  • Submit Lesson 13 Connect Assignment (I, G)
  • Submit Chapter 12 Quiz (I, G)
  • Exam 3 (Chapters 9-11) (I, G)
Lesson 14: Retirement Savings and Deferred Compensation
Readings:

Textbook

  • Chapter 13: Retirement Savings and Deferred Compensation
Assignments:
  • Participate in Lesson 14 Discussion: Retirement? We're Talking About Retirement? (I, G)
  • Submit Lesson 14 Connect Assignment (I, G)
  • Submit Chapter 13 Quiz (I, G)
Lesson 15: Tax Consequences of Home Ownership
Readings:

Textbook

  • Chapter 14: Tax Consequences of Home Ownership
Assignments:
  • Submit Lesson 15 Connect Assignment (I, G)
  • Submit Chapter 14 Quiz (I, G)
Final Exam
Readings:
  • None
Assignments:
  • Complete Final Exam (Proctored) (I, G)

 


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