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

 

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

  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)

 

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

  Joel Busch, JD, MST, CPA
 

BUS 225H Taxation of Property Transactions (online)

Prerequisite: BUS 223A (or concurrent)

Online: 1/3 - 3/10

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

 

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)

Thursdays: 1/11, 1/18, 1/25, 2/1, 2/8, 2/15, 2/22, 3/1
6:00-10:00PM

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

  Caroline Chen, JD, LLM - SJSU

 

 

BUS 297D Personal Financial Planning

Prerequisite: BUS 223A (or concurrent)

For description, see .pdf above.

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 

 

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

BUS 227A Individual Tax Compliance (1 unit)

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

Lunch provided both days.

 

BUS 227B Ethics for Tax Practitioners (1 unit)

Online: 1/2 - 1/22

  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)

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

  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

 

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.

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

 

BUS 225S Consolidated Returns

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

Wednesdays: 4/18-6/6 6:00-10:00PM

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

 

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

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

 

Eric Ryan, JD, DLA Piper

 

BUS 225X International Taxation - US & Foreign Individuals

Prerequisite: BUS 223A and BUS 225W

 

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

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

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