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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
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 Assignment (I, G)
  • Submit L1 Chapter 1 Quiz (I, G)
Lesson 2: Tax Compliance, the IRS, and Tax Authorities
Readings:

Textbook

  • Chapter 2
Assignments:
  • Participate in Lesson 2 Discussion: Time to Go A-Courting (I, G)
  • Submit Lesson 2 Assignment (I, G)
  • Submit L2 Chapter 2 Quiz (I, G)
Lesson 3: Tax Planning Strategies and Related Limitations
Readings:

Textbook

  • Chapter 3

Other Materials
Assignments:
  • Submit Memo Project (I, G)
  • Submit Lesson 3 Assignment (I, G)
  • Submit L3 Chapter 3 Quiz (I, G)
Lesson 4: Individual Income Tax Overview, Dependents, and Filing Status
Readings:

Textbook

  • Chapter 4
Assignments:
  • Submit Lesson 4 Assignment (I, G)
  • Submit L4 Chapter 4 Quiz (I, G)
  • Submit Exam 1 (Chapters 1-3) (I, G)
Lesson 5: Gross Income and Exclusions
Readings:

Textbook

  • Chapter 5
Assignments:
  • Participate in Lesson 5 Discussion: Your Income (I, G)
  • Submit Lesson 5 Assignment (I, G)
  • Submit L5 Chapter 5 Quiz (I, G)
Lesson 6: Individual Deductions
Readings:

Textbook

  • Chapter 6
Assignments:
  • Participate in Lesson 6 Discussion: What Can I Trust? (I, G)
  • Submit Lesson 6 Assignment (I, G)
  • Submit L6 Chapter 6 Quiz (I, G)
Lesson 7: Investments
Readings:

Textbook

  • Chapter 7
Assignments:
  • Participate in Lesson 7 Discussion: Is Congress a Passive Activity? (I, G)
  • Submit Lesson 7 Assignment (I, G)
  • Submit L7 Chapter 7 Quiz (I, G)
Lesson 8: Individual Income Tax Computation and Tax Credits
Readings:

Textbook

  • Chapter 8
Assignments:
  • Participate in Lesson 8 Discussion: Six of One, Half Dozen of the Other (I, G)
  • Submit Lesson 8 Assignment (I, G)
  • Submit L8 Chapter 8 Quiz (I, G)
Lesson 9: Business Income, Deductions, and Accounting Methods
Readings:

Textbook

  • Chapter 9
Assignments:
  • Submit Lesson 9 Assignment (I, G)
  • Submit L9 Chapter 9 Quiz (I, G)
  • Submit Exam 2 (Chapters 4-8) (I, G)
Lesson 10: Property Acquisition and Cost Recovery
Readings:

Textbook

  • Chapter 10
Assignments:
  • Submit Lesson 10 Assignment (I, G)
Lesson 11: Property Acquisition and Cost Recovery (continued)
Readings:

Textbook

  • Chapter 10
Assignments:
  • Participate in Lesson 11 Discussion: What Do I Choose? (I, G)
  • Submit Lesson 11 Assignment (I, G)
  • Submit L11 Chapter 10 Quiz (I, G)
Lesson 12: Property Disposition
Readings:

Textbook

  • Chapter 11
Assignments:
  • Submit Lesson 12 Assignment (I, G)
  • Submit L12 Chapter 11 Quiz (I, G)
  • Submit Tax Return Project (I, G)
Lesson 13: Compensation
Readings:

Textbook

  • Chapter 12
Assignments:
  • Submit Lesson 13 Assignment (I, G)
  • Submit L13 Chapter 12 Quiz (I, G)
  • Exam 3 (Chapters 9-11) (I, G)
Lesson 14: Retirement Savings and Deferred Compensation
Readings:

Textbook

  • Chapter 13
Assignments:
  • Participate in Lesson 14 Discussion: Retirement? We're Talking About Retirement? (I, G)
  • Submit Lesson 14 Assignment (I, G)
  • Submit L14 Chapter 13 Quiz (I, G)
Lesson 15: Tax Consequences of Home Ownership
Readings:

Textbook

  • Chapter 14
Assignments:
  • Submit Lesson 15 Assignment (I, G)
  • Submit L15 Chapter 14 Quiz (I, G)
Final Exam
Readings:
  • None
Assignments:
  • Complete Final Exam (Proctored) (I, G)

 


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