Summer 2013 Schedule

MST classes are held at the Lucas School Silicon Valley Site, 2933 Bunker Hill Lane, Suite #120, Santa Clara.

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.

Summer 2013 Schedule

Summer 2013 MST Schedule PDF version: MST Schedule Summer 2013 (.pdf)

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

BUS 223D Seminar in Tax Planning and Practice

Prerequisites: Completion of at least 3 tax core classes

Enrollment: 45/45 as of 6/10

 

Tuesdays 6/18, 25, 7/2, 9 (no class meeting), 16, 23, 30, 8/6
6:00-10:00 PM
Saturday 6/22 9AM - 5PM, 8/3  9AM-1PM

30687 Todd Robinson CPA, MST
Principal, Berger Lewis

Materials to be provided in class and online.

BUS 225F State Taxation Fundamentals

Prerequisite: BUS 223A

Enrollment: 17/40 as of 6/10

Wednesdays 6/19, 26, 7/10, 17 (no class meeting), 24, 31, 8/7
6:00-10:00 PM
Saturday 7/13  9AM-5PM
Two class sessions online

30686 Annette Nellen, JD, MBA, CPA
San Jose State University

Materials to be provided online  purchase the following 2 books:

1. CCH's 2013 Guidebook to California Taxes, by Daigh, ISBN: 9780808031629(available at Spartan Bookstore)

2. CalTax's California Tax Facts 2013, ISBN: 9780615744230(may need to buy from Amazon)

BUS 225S Consolidated Returns

Prerequisite: BUS 223A, BUS 223C

Enrollment: 14/40 as of 6/10

Thursdays 6/20, 27, 7/11, 18, 25, 8/1, 8
 6:00 PM - 10:00 PM
Saturdays
6/29 9:00AM -5:00PM, 7/20 9:00AM-1:00PM

30685 Danni Dunn JD
Ernst & Young Partner (retired)

CCH's Practical Guide to Consolidated Returns, 2nd ed. (ISBN 978-0-8080-1615-1)

Course Syllabus

BUS 297D/01 Foundation for 
Understanding Taxation (1 unit)
Enrollment: 6/40 as of 6/10

Saturdays: 7/27 and 8/10 from 9:00AM - 5:00PM

30691 Annette Nellen, JD, MBA, CPA
San Jose State University
Materials to be provided in class and online

BUS 297D/02 Personal and Business Leadership Skills for Tax Practitioners (2 units)

Enrollment: 3/40 as of 6/10

Mondays 6/17, 24 7/1, 8, 15, 22, 29, 8/5 from 6:00 - 9:30 PM

30692 Vince Fong, JD, CPA, MBA Click HERE for book list and assignment for first meeting on June 17. Books can be purchased from Amazon or bn.com.