Course Catalog and Schedule



Financial Strategy and Tax Planning (FINC-447-0)
1.00 Credit
TCE BidStats

Description:

This course counts toward the following majors: Analytical Finance, Finance.

This course examines the role of taxes in a firm's financial strategy. Tax knowledge is not a prerequisite, and we do not cover the specifics of any one tax code. Instead we study the basic structure of tax codes and identify the fundamental sources of gains from tax planning. General principles are illustrated with examples from past and current tax law in the United States and other countries. Real examples of tax planning and cases are used. We study financial decisions such as the choice of organizational form, investments in real and financial assets, and different methods of financial investments.

FINC-465-0 is a prerequisite for this course, but they may be taken concurrently. If you take Derivatives I concurrently, you are responsible for reading ahead in the Derivatives class and knowing the material. I will begin using the material from Derivatives I in the first week. You need to be sure you are up to speed quickly. I also recommend you include someone in your group that has taken Derivatives I in a prior quarter. To bid for FINC447, you will need to be granted a temporary waiver of FINC-465 (Derivatives I). The process is outlined in the Serial under Academics -> Bidding & Registration. First submit your bid for FINC-465 and then email the registar and request a temporary waiver of FINC-465 so you can registart for FINC-447. The registar will then confirm that you have bid on FINC-465 and apply the necessary waiver to your account so that you are allowed to bid on FINC-447. The registar will email you once the waiver has been applied.

Prerequisites:
All Students: ( FINC-440-0 OR FINC-441-0 ) AND FINC-465-0

Download Schedule Information
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Academic Year Term   Course ID Title Sec ID   Credits Syl Instructor Times Campus Location Mand 1st Exam
2013-2014 Winter 2014 FINC-447-0 Financial Strategy and Tax Planning 81 1 Petersen, Mitchell A. Mon 06:30 PM - 09:30 PM Evanston Jacobs (276) N 6:30pm, 3/17/14, Rm. 276 & multiple times on 3/15/14 & 3/16/14. FT students: Registration by 3/5 required for weekend exams.