Effective Term: 200910 TXX 5769 - Tax Planning & Research

NOVA SOUTHEASTERN UNIVERSITY
H. Wayne Huizenga School
of Business and Entrepreneurship
Masters Programs

TXX 5769 - Tax Planning & Research


I. COURSE DESCRIPTION
This course is an in-depth study of the tax-planning process and research tools that are available to both the professional business manager and tax practitioner. Prerequisite: TXX 5762.

II. PREREQUISITES
( GMP 5762 OR TXX 5762 )

III. LEARNING OUTCOMES
Learning Outcomes

The Study of Tax Research
A clear understanding of the source and use of primary tax research materials is a prerequisite for success in tax work. The tax practitioner who has a knowledge of the vast quantities of these reference materials, their limitations, their purposes, and their relative significance as authority is best able to accomplish his work. Such a knowledge of the reference materials available in the tax field and of the relationship that they share with each other in the general framework of the Federal tax law will serve as confidence-builder, as a preventive to costly mistakes, and as an assurance that even the fringes of the subject matter have been meticulously examined. (Norwood, et al. 979, P7).
The emphasis of this course will be extensive tax research, both for closed fact, (tax return), and controllable fact, (tax planning), cases. Both types of research will span a wide spectrum of extant tax law for corporations, as well as individuals, at the federal taxation level.
All of your professional skills will probably be under utilized or wasted if you are unable to communicate effectively, both in writing and orally.

By the end of this course, the student should be able to:

1) Understand the sources of federal tax law.
2) Understand the organizations of the internal revenue code.
3) Understand the federal court system.
4) Understand the major electronic and print tax and legal services.
5) Understand citators and citation services.
6) Understand the importance of tax journals, newsletters and other tax periodicals.
7) Understand how to communicate tax research results.
8) Understand the fundamentals of tax planning.


IV. COURSE MATERIAL
  1. Required Materials

    1. Textbooks
    2. West's Federal Tax Research - 8.Edition - 2009
      Raabe
      West Publishing Company
      ISBN: 0324659652

      Notes: Textbooks may be purchased from the NSU Bookstore by calling 1-800-509-2665 or online at www.nsubooks.bkstore.com.


    APA Manual
    Effective October 1st 2009, the 6th edition of the APA Manual is required for all courses.

    NSU Bookstore
    Textbooks and Case Studies may be purchased from the NSU Bookstore (located in the University Park Plaza) by calling 1-800-509-2665 or online at http://www.nsubooks.bkstore.com.

  2. Recommended Materials
  3. Gershon, Richard I. & Maine, Jeffrey A., A Student's Guide to the Internal Revenue Code, Fifth Edition, ISBN 9781422411681. Published by Lexis/Nexis.

    Richmond, Federal Tax Research (4th ed.), Foundation Press, 1990, ISBN 0-88277-801-3 (GLR)

    Federal Tax Research - Quattrochi (ISBN #0-15-527108-3)

    Problems in the Federal Taxation of Partnerships and Corporation, (2nd ed.) -

    Steuben and Turnier (ISBN#0-88277-314-3)

    Program Guide to Tax Research. (3rd ed.) - Parker & Marshall

    Tax Research Techniques, (2nd ed.) - Summerfield & Streuling

    Effective Writing: Handbook for Accountants, (3rd ed.) - May


The NSU libraries comprise the Alvin Sherman Library, Research, and Information Technology Center, East Campus Branch Library, Health Professions Division Library, Law Library and Technology Center, North Miami Beach Branch Library, University School Library Media Centers, and the William S. Richardson Ocean Science Library. Students are strongly encouraged to visit one of the physical locations and/or take advantage of the vast electronic library available for research. For more information, please visit http://www.nova.edu/library.

Please note that all required and recommended materials should be referenced in APA style.