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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.

Note: All due dates reflect North American eastern time (ET).

Lesson 1: Introduction to Taxation and How to Research
Lesson 1

Readings:

Textbook

  • Chapter 1, pages 1-1 to 1-4 and 1-11 to 1-17
  • Chapter 2

Assignments:
  1. quiz in Connect
  2. graded problems in Connect
  3. Ask Tabby
Lesson 2: Tax Structure and the Tax Formula
Lesson 2

Readings:

Textbook

  • Chapter 1, pages 1-5 to 1-10 and 1-18 to 1-23
  • Chapter 4, pages 4-1 to 4-12

Assignments:
  1. quiz in Connect
  2. graded problems in Connect
  3. Advising 101
Lesson 3: Determining Dependents
Lesson 3

Readings:

Textbook

  • Chapter 4, pages 4-12 to 4-18

Assignments:
  1. quiz in Connect
  2. graded problems in Connect
  3. tax research memo
  4. Ask Tabby
  5. peer evaluation
Lesson 4: Filing Status and Standard Deduction Determination
Lesson 4

Readings:

Textbook

  • Chapter 4, pages 4-18 to 4-24
  • Chapter 6, pages 6-24 to 6-26

Assignments:
  1. quiz in Connect
  2. graded problems in Connect
  3. Tax Return Assignment in Connect
  4. Advising 101
Lesson 5: Gross Income and Totally or Partially Includible Income Items
Lesson 5

Readings:

Textbook

  • Chapter 12, pages 12-1 to 12-9
  • Chapter 5, pages 5-1 to 5-22

Assignments:
  1. quiz in Connect
  2. graded problems in Connect
  3. graded tax research memo in Canvas
  4. Ask Tabby
Lesson 6: Gross Income Exclusions
Lesson 6

Readings:

Textbook

  • Chapter 12, pages 12-20 to 12-33
  • Chapter 5, pages 5-22 to 5-31

Assignments:
  1. quiz in Connect
  2. graded problems in Connect
  3. Tax Return Assignment in Connect
  4. Advising 101
  5. peer evaluation
Lesson 7: Portfolio and Investment Income
Lesson 7

Readings:

Textbook

  •  Chapter 7, pages 7-1 to 7-25

Assignments:
  1. quiz in Connect
  2. graded problems in Connect
  3. graded tax research memo in Canvas
  4. Ask Tabby
Lesson 8: Self-Employment Income/Loss and Self-Employment Taxes
Lesson 8

Readings:

Textbook

  • Chapter 9
  • Chapter 8, pages 8-13 to 8-23

Assignments:
  1. quiz in Connect
  2. graded problems in Connect
  3. Tax Return Assignment in Canvas
  4. Advising 101
Lesson 9: Cost Recovery and Amortization
Lesson 9

Readings:

Textbook

  • Chapter 10
  • Chapter 14, pages 14-25 to 14-30

Assignments:
  1. quiz in Connect
  2. graded problems in Connect
  3. graded tax research memo in Canvas
  4. Ask Tabby
  5. peer evaluation
Lesson 10: Rental Property Income/Loss Rules
Lesson 10

Readings:

Textbook

  • Chapter 14, pages 14-2 to 14-3 and 14-16 to 14-24
  • Chapter 7, pages 7-28 to 7-33

Assignments:
  1. quiz in Connect
  2. graded problems in Connect
  3. Tax Return Assignment in Canvas
  4. Advising 101
Lesson 11: Disposition of Assets
Lesson 11

Readings:

Textbook

  • Chapter 11
  • Chapter 9, pages 9-12 to 9-13

Assignments:
  1. quiz in Connect
  2. graded problems in Connect
  3. graded tax research memo in Canvas
  4. Ask Tabby
Lesson 12: Common Retirement (Annuity) and IRA Contributions and Distributions
Lesson 12

Readings:

Textbook

  • Chapter 13

Assignments:
  1. quiz in Connect
  2. graded problems in Connect
  3. Tax Return Assignment in Connect
  4. Advising 101
  5. peer evaluation
Lesson 13: Types of Deductions for Adjusted Gross Income
Lesson 13

Readings:

Textbook

  • Chapter 4, pages 4-7 to 4-8
  • Chapter 6, pages 6-1 to 6-12

Assignments:
  1. quiz in Connect
  2. graded problems in Connect
  3. graded tax research memo in Canvas
  4. Ask Tabby
Lesson 14: Deductions From Adjusted Gross Income
Lesson 14

Readings:

Textbook

  • Chapter 6, pages 6-12 to 6-24
  • Chapter 14, pages 14-8 to 14-16

Assignments:
  1. quiz in Connect
  2. graded problems in Connect
  3. Tax Return Assignment in Connect
  4. Advising 101
Lesson 15: Tax Credits, Alternative Minimum Tax, and Tax Payment Requirements
Lesson 15

Readings

Textbook

  • Chapter 8, pages 8-7 to 8-40

Assignments:
  1. quiz in Connect
  2. graded problems in Connect
  3. comprehensive team project
  4. peer evaluation

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