Taxes and Business Strategy

Assignments

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.

LEC #	Topics	Assignments
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