Spring 2018 MST Schedule

MST classes are held at the Lucas Business Complex, 2933 Bunker Hill Lane, Suite #120, Santa Clara. Classes are 3 units (unless otherwise noted).

Please note that all schedules are subject to change at any time without notification.

Books will be available at the Spartan Bookstore unless otherwise noted below. Be sure to obtain your book at least two weeks before class begins.  If the Spartan Bookstore is out of stock, ask someone to order you a copy and be sure they have your name.

Spring 2018 Schedule 

Spring 2018 MST Schedule PDF version: MST Schedule Spring 2018 (pdf)

Early Spring 2018 (starts early Jan.)

Course Number / Course Name Meeting Time Class Number Instructor Textbooks/syllabus

BUS 223A Tax Research and Decision Making

Enrollment: 14/40 as of 12/11

Saturdays: 1/6, 1/13, 1/27 
9:00AM - 5:00PM

Wednesdays: 1/31, 2/14, 2/21, 2/28
6:00 - 10:00PM

Final project due 3/7

 29655 Annette Nellen, JD, MBA, CPA
San Jose State University

Course materials are available on Canvas, RIA, CCH and BNA.

How to Access RIA, CCH, and IRS Tax Research Tools

 

BUS 223G Taxation of Business Entities

Prerequisite: BUS 223A (or concurrent)

 Enrollment: 14/40 as of 12/11

Mondays: 1/8, 1/22, 1/29, 2/5, 2/12, 2/19, 2/26 
6:00 - 10:00PM

Saturdays: 1/20 9:00AM - 5:00PM

Wednesday: 2/7 6:00 - 10:00PM

29657  Joel Busch, JD, MST, CPA
 

BUS 225H Taxation of Property Transactions (online)

Prerequisite: BUS 223A (or concurrent)

Enrollment: 11/40 as of 12/11

Online: 1/3 - 3/10

Final Exam: 3/10 from 8:30AM - noon in classroom

29658 

Annette Nellen, JD, MBA, CPA
San Jose State University

Course materials are available on Canvas, RIA, CCH and BNA - click here.

 

BUS 225W Introduction to International Taxation 

Prerequisites: BUS 223A and BUS 223G (or concurrent)

Enrollment: 30/40 as of 12/11

Thursdays: 1/11, 1/18, 1/25, 2/1, 2/8, 2/22, 3/1
6:00-10:00PM

Saturday:
2/10 9:00AM - 5:00PM
2/24 9:00AM - 1:00PM

 29661 Caroline Chen, JD, LLM - SJSU

Textbook:
Wolters Kluwer's Practical Guide to US Taxation of International Transactions by Robert J. Misey, Jr. and Michael S. Schadewald, ISBN 978-0-8080-4084-2, 10th Edition.

Available through Spartan Bookstore

 

BUS 297D Personal Financial Planning

Prerequisite: BUS 223A (or concurrent)

For description, see .pdf above.

Enrollment: 6/40 as of 12/11

Tuesdays: 1/9, 1/16, 1/23, 1/30, 2/6, 2/13, 2/20, 2/27
6:00P - 10:00PM

Saturday: 2/3  9:00AM - 5:00PM 

 

 29666 Ken Guilfoyle, CPA, MBA, GPHR, GMS, BDO
 

BUS 227A Individual Tax Compliance (1 unit)

Enrollment: 9/40 as of 12/11

Fridays: 1/12, 1/19
8:30AM - 4:30PM
 29663 David J. Neighbors, CPA, MST Partner - Galina

Syllabus

Lunch provided both days.

 

BUS 227B Ethics for Tax Practitioners (1 unit)

Enrollment: 6/40 as of 12/11

Online: 1/2 - 1/22

 29664 Annette Nellen, JD, MBA, CPA
San Jose State University
Course materials are available on Canvas, RIA, CCH and BNA - click here.

BUS 227C Tax Symposium  - State Tax Compliance, Planning, Client Representation and Regulation of the Tax Profession in California (1 unit)

Enrollment: 6/40 as of 12/11

Wednesdays: 1/3, 1/10, 1/17
6:00PM - 10:00PM

29665  Joel Busch, JD, MST, CPA
+Guest Lecturers

BUS 227C topic change annually; may be taken more than once

 

Late Spring 2018 (after 4/16)

Course Number / Course Name Meeting Time Class Number Instructor Textbooks/syllabus

BUS 223F Tax Accounting Mehods and Periods

Prerequisite: BUS 223A

Enrollment: 25/40 as of 12/11

 

Saturday: 4/21 9:00AM - 5:00PM

Tuesdays: 4/24, 5/1, 5/15, 6/5 (final)

This is a blended course. Students attend five classes at the Lucas Business Complex and in between do lessons online. Optional review session, 5/29 from 6:00 - 8:00PM.

29656  Annette Nellen, JD, MBA, CPA
San Jose State University

 

BUS 225S Consolidated Returns

Prerequisites: BUS 223A, 223G (or 223C)

Enrollment: 13/40 as of 12/11

Wednesdays: 4/18-6/6 6:00-10:00PM
No class 5/9, 5/16

Tuesdays: 5/8, 5/22 
6:00 - 10:00PM

Saturday: 4/28 9:00AM - 5:00PM

 29659

Jill Harding, JD, LLM, Alvarez & Marsal  

BUS 225V Tax Considerations for High Tech Companies 

Prerequisite: BUS 223A or concurrent

Not available to students who took BUS 223E

Enrollment: 16/40 as of 12/11

Mondays:
4/23, 4/30, 5/7, 5/14, 5/21, 6/4 6:00PM - 10:00PM
No class 5/28

Saturdays:
5/5, 5/19  9:00AM - 5:00PM

 29660

Eric Ryan, JD, DLA Piper

 

BUS 225X International Taxation - US & Foreign Individuals

Prerequisite: BUS 223A and BUS 225W

Enrollment: 8/40 as of 12/11

 

Thursdays: 4/19, 4/26, 5/3, 5/10, 5/17, 5/24, 5/31, 6/7

Saturday:
5/12 9:00AM - 5:00PM

29662  Ken Guilfoyle, CPA, MBA, GPHR, GMS, BDO