Course Catalog and Schedule



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

Description:
Taxes are a crucial component of the most investor’s asset allocation decision. After tax-returns are the portion investors keep. Taxes are also a crucial component of firm’s investment and financing decisions. Unfortunately, knowledge of how taxes work is often left to the experts. This means that many opportunities for creating value for firms and investors are missed. This course will not make you a tax expert. You will still need to hire a tax expert. Instead the objective is to teach you enough of the structure of tax codes (past, current, and future; US and non-US) so that you can ask intelligent tax, business, and finance questions before it is too late. The class is designed to fill the gap between an MBA who is well trained in finance and the tax experts that you will rely on in your career. This is a rare and thus valuable position to be in. We will first develop a set of fundamental tax and finance concepts. We then will apply this to a wide range of investment, financing, and risk management applications. Derivatives is recommended but not required. I will have a tutorial/refresher for those who want it. Ask if you have questions. Course web site.

Prerequisites:
All Students: (FINC-431-0 OR FINC-440-0 OR FINC-441-0)

Download Schedule Information
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Academic Year Term   Session Course ID Title Sec ID   Credits Syl Instructor Times Campus Location Mand 1st Exam
2015-2016 Winter 2016 10 Weeks FINC-447-0 Financial Strategy and Tax 81 1 Petersen, Mitchell A. Mon 6:30 PM - 9:30 PM Evanston Jacobs (166) N Sat, 3/12 @ 8:30am & 3:30pm; Sun, 3/13 @ 8:30 am; Mon, 3/14 @ 6:30pm. Registration required.
2016-2017 Winter 2017 10 Weeks FINC-447-0 Financial Strategy and Tax 81 1 Petersen, Mitchell A. Mon 6:30 PM - 9:30 PM Evanston TBD (Room TBA) N