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ACCT615 - Individual Tax Research and Planning

Course Details

Course Code: ACCT615 Course ID: 3907 Credit Hours: 3 Level: Graduate

A study of income determination and concepts for individuals with emphasis of the impact of taxation on personal and/or business decisions, advances student knowledge of research techniques, and understanding of the IRS tax code. Students must have access to Microsoft Word and Microsoft Excel software. (Prerequisite: ACCT610)


Course Schedule

Registration Dates Course Dates Session Weeks
05/21/21 - 10/29/21 11/01/21 - 12/26/21 Fall 2021 Session I 8 Week session
08/31/21 - 02/04/22 02/07/22 - 04/03/22 Winter 2022 Session I 8 Week session

Current Syllabi

After successfully completing this course, you will be able to:

CO1. Calculate taxable income for individuals and small businesses.

CO2. Contrast between deductible & non-deductible personal expenditures, transportation & travel allowable deductions, rental property, and taxable & non-taxable property dispositions.

CO3. Apply tax credits to individual and small business tax issues.

CO4. Evaluate and explain the alternative methods allowable for depreciation.

CO5. Assess various options for investing and saving for retirement.

CO6. Evaluate alternative tax structures that may provide a better system for taxation.

Method of Assessment

A. Tests & Paper

There will be two (2) tests in the course, a midterm and a final given in modules four and eight respectively. The tests in this class will consist of multiple choice questions and/or short answer problems. Tests will be three hours long and focus on the material covered in the course. Tests may be administered using the Examity test proctoring service. Please verify in the course announcements and/or the Lessons tab if the course will use test proctoring. It is the student’s responsibility to notify the instructor and the test proctoring service regarding any schedule changes or non- disability related accommodations. The course will have a comprehensive paper that will measure student understanding of the course objectives along with research and writing skills. Please refer to the APA Manual 6th edition for the format of the paper.

B. Assignments:

Course assignments will be given using multimedia software (e.g. MyLabsPlus, Connect, etc.). These assignments will be a series of quizzes consisting of exercises, problems, and simulations. Assignments will have a specific due date with specific instructions. Late assignments will be subject to the university’s Late Work/Make-up Policy detailed in the student handbook. Please be advised the instructor reserves the right to implement their own late assignment policy.

C. Homework:

Throughout the term, homework will be given in several modules to test student understanding of the material. Homework will be given using multimedia software (e.g. MyLabsPlus, Connect, etc.) and consist of questions, problems, or simulations. Please be advised the instructor reserves the right to implement their own late assignment policy.

D. Discussion Forums:

Participation in the discussion forums is an essential component of the final grade. All students are expected to engage in lively discussions and answer instructor follow-up questions. The quality of participations along with student netiquette will be a part of the grade.

Assessment of the Course Objectives

Course Objectives

Assessment Methods

1 - 6

Test question, paper, assignment, discussion, and homework

The following distribution will be used in assigning grades (decimal points will be rounded to the nearest whole number at semester’s end).


Quality Points/Grading Percent


4.0/ 100 – 94


3.67/ 93 – 90


3.33/ 89 – 87


3.0/ 86 – 84


2.67/ 83 –80


2.33/ 79 – 75


0.0/ 74 – 0

NameGrade %
Weekly Forums 10.00 %
Week 1 Forum 1.67 %
Week 2 Forum 1.67 %
Week 3 Forum 1.67 %
Week 4 Forum 1.25 %
Week 5 Forum 1.67 %
Week 6 Forum 1.67 %
Week 7 Forum 1.67 %
Week 8 Forum 1.43 %
Homework 20.00 %
Chapter 04 Pre-Built Problems 2.50 %
Chapter 05 Pre-Built Problems 2.50 %
Chapter 06 Pre-Built Problems 2.50 %
Chapter 7 Pre-Built Problems 2.50 %
Chapter 8 Pre-Built Problems 2.50 %
Chapter 09 Pre-Built Problems 2.50 %
Chapter 10 Pre-Built Problems 2.50 %
Chapter 11 Pre-Built Problems 2.50 %
Assignments 30.00 %
Chapter 4 Quiz 3.75 %
Chapter 5 Quiz 3.75 %
Chapter 6 Quiz 3.75 %
Chapter 7 Quiz 3.75 %
Chapter 8 Quiz 3.75 %
Chapter 9 Quiz 3.75 %
Chapter 10 Quiz 3.75 %
Chapter 11 Quiz 3.75 %
Case (Week 8) 10.00 %
Case due in Week 8 10.00 %
Tests 30.00 %
Midterm 15.00 %
Final 15.00 %

Websites and Videos

In addition to the required course texts, the following public domain Websites are useful. Please abide by the university’s academic honesty policy when using Internet sources. Note website addresses are subject to change.

  • Textbook Companion Website
  • IRS
  • FASB
  • American Psychological Association (APA) Style Website
  • Purdue Online Writing Lab
  • Turnitin Website
Book Title:McGraw Hill's Taxation Individuals & Business Entities, 2019 w/ Connect, 10th ed- If you prefer the e-book format, you can purchase Connect access through the classroom once your session begins, and with that you will receive digital access to the text
Publication Info:McGraw Hill
Author:Brian Spilker
Unit Cost:$339.89
Electronic ISBN:1260848396
Electronic Unit Cost:$212.67
Book Title:Students are required to authenticate themselves with a proctor service for certain assessments in this course. Authentication requires access to a computer with a webcam, microphone, and speakers or headset. Instructions provided i
Publication Info:Examity

Previous Syllabi

Not current for future courses.