ECON 138A - INCOME TAXATION - INDIVIDUAL TAXATION

Econ 138A - Income Taxation

Instructor: Nicholas J. Schneider, J.D., CPA
e-mail: nickjdcpa@gmail.com AND class website - see gauchospace
Phone Number: 805-963-0669 EXT. 118 (downtown Santa Barbara office)
Lecture: ONLINE Monday and Wednesday 2:00 to 3:15 - CONNECT OR GAUCHCAST - TBD
Office Hours: By appointment - Zoom and Nectir and TBD

Dates are subject to change!!!!!!!!!!!!!!!

Class Reading
No. Day Date Topic
1 Mon. 3/30 Introduction/Structure
2 Wed. 4/1 Introduction/Structure
3 Mon. 4/6 Taxes and Definitions - Recorded Chapter 1
4 Wed. 4/8 Taxes and Definitions - Live Chapter 1
5 Mon. 4/13 Tax Policy Issues - Recorded Chapter 2
6 Wed. 4/15 Tax Policy Issues - Live Chapter 2
Fri 4/17 QUIZ CHAPTERS 1 AND 2 QUIZ
7 Mon. 4/20 Taxes as Transaction Costs - Recorded Chapter 3
8 Wed. 4/22 Taxes as Transaction Costs - Live Chapter 3
9 Mon. 4/27 Tax Maxims - Recorded Chapter 4
10 Wed. 4/29 Tax Maxims - Live Chapter 4
11 Mon. 5/4 MIDTERM CHAPTERS 1 TO 4
12 Wed. 5/6 Individual Tax - Recorded Chapter 14
13 Mon. 5/11 Individual Tax - Live Chapter 14
14 Wed. 5/13 Compensation and Retire Plans - Recorded Chapter 15
15 Mon. 5/18 Compensation and Retire Plans - Live Chapter 15
Tues. 5/19 QUIZ CHAPTERS 14 AND 15 QUIZ
16 Wed. 5/20 Investment Activities - Recorded Chapter 16
17 Mon. 5/25 HOLIDAY NO CLASS HOLIDAY NO CLASS
18 Wed. 5/27 Investment Activities - Live Chapter 16
19 Mon. 6/1 Personal Activities - Recorded Chapter 17
20 Wed. 6/3 Personal Activities - Live Chapter 17

1. Text: Principles of Taxation for Business and Investment Planning (2020 Edition, 23rd Edition), Sally M. Jones, McGraw Hill
https://connect.mheducation.com/class/n-schneider-econ-138-a-mw-200-to-315
2. Reading: See GauchoSpace articles
3. FINAL JUNE 8 4 TO 6 PM

Grading:
ONLINE ASSIGNMENTS WITH CONNECT BY MHHE - CHAPTERS 3 TO 17 (6 30% 600
QUIZ CHAPTERS 1 AND 2 10% 200
QUIZ CHAPTERS 14 AND 15 10% 200
MIDTERM CHAPTERS 1 TO 4 25% 500
FINAL CHAPTERS 14 TO 17 25% 500

TOTAL 2,000

Your grade MIGHT be adjusted as much as one partial grade

(e.g., from B to B plus, C minus to C, etc.) BASED ON:
attendance, class participation, following rules without
prompting, intellectual inquisitiveness, and general added
value to the classroom.