Problems listed as prep represents suggested problems to help you better understand the material. Unless otherwise noted, the problems are from the same chapter as assigned for that day. DQ represents discussion questions, E represents end of chapter exercises, TPP represents “tax planning problems.” (CP) denotes the reading is in the course pack.
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| LEC # | | | | TOPICS | | | | ASSIGNMENTS | |
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| | | | | | 1 | | | | Introduction, Overview of the Course and the Role of Taxes in Business | | | | Read: 1, 2
Prep: Ch. 1: E 2, 4; Ch. 2: E 1 | | | | | | | | | | | | | 2 | | | | A Framework For Tax Planning | | | | Read: 3
Prep: E1-3, TPP 1 | | | | | | | | | | | | | 3 | | | | A Framework For Tax Planning | | | | Read: 3
Prep: E 4-6 | | | | | | | | | | | | | 4 | | | | Implicit Taxes and Clienteles | | | | Read: 5 (91-107)
Prep: E 1-3
Turn in: Problem Set 1 (PDF) | | | | | | | | | | | | | 5 | | | | Organizational Form | | | | Read: 4
Prep: E 1-2, 4; TPP 1, 8 | | | | | | | | | | | | | 6 | | | | Arbitrage and Limits to Tax Planning | | | | Read: 5
Prep: TPP 7-8 | | | | | | | | | | | | | 7 | | | | Non-Tax Costs | | | | Read: 6
Prep: E 1, 3-4 TPP 1-2
Turn in: Problem Set 2 (PDF) | | | | | | | | | | | | | 8 | | | | Marginal Tax Rates | | | | Read: 7
Prep: E 1, 3 TPP 2 | | | | | | | | | | | | | 9 | | | | Compensation | | | | Read: 7
Prep: TPP 3-4 | | | | | | | | | | | | | 10 | | | | Compensation | | | | Read: 8 (180 - 189)
Prep: E 1, TPP 2 | | | | | | | | | | | | | 11 | | | | Corporate Formation | | | | Read: 8, 9 (skim)
Prep: Ch 8: E 5-6, TPP 4
Turn in: Problem Set 3 (PDF) | | | | | | | | | | | | | 12 | | | | Corporate Formation | | | | Read: 12 (291 - 306)
Prep: DQ 4, 5, 7 | | | | | | | | | | | | | 13 | | | | Capital Structure | | | | Read: 12
Prep: DQ 9, E 5
Burlington Northern | | | | | | | | | | | | | 14 | | | | International | | | | Read: 10
Prep: E 1, 3, TPP 1, 3 | | | | | | | | | | | | | 15 | | | | International | | | | Read: 11
Prep: E 1, TPP 2
Turn in: Problem Set 4 (PDF) | | | | | | | | | | | | | 16 | | | | International | | | | Case: Eli Lilly (CP)
Turn in: Eli Lilly (CP) | | | | | | | | | | | | | 17 | | | | International | | | | Case: Whelan Pharmaceuticals
Read: Global Electronic Commerce (CP) | | | | | | | | | | | | | 18 | | | | Taxable Acquisitions | | | | Read: 13
Prep: DQ 3, 10, 12 | | | | | | | | | | | | | 19 | | | | Taxable Acquisitions | | | | Read: 14 (334 - 344)
Prep: DQ 2 - 4 | | | | | | | | | | | | | 20 | | | | Taxable Acquisitions | | | | Read: 14
Prep: TPP 1 | | | | | | | | | | | | | 21 | | | | Tax-Free Acquisitions | | | | Read: 16 (388 - 404)
Prep: DQ 6 - 8 | | | | | | | | | | | | | 22 | | | | Tax-Free Acquisitions | | | | Read: 16
Prep: TPP 2 | | | | | | | | | | | | | 23 | | | | Guest Speaker | | | | Turn in: Problem Set 5 | | | | | | | | | | | | | 24 | | | | Divestitures | | | | Read: 17 (429 -446)
Prep: DQ 1 - 2, TPP 2 | | | | | | | | | | | | | 25 | | | | Divestitures | | | | Read: 17
Prep: TPP 1 | | | | | | | | | | | | | 26 | | | | Miscellaneous Topics and Wrap-up | | | | | | | | | | |
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