Spring 2020
5353 Business Planning - SHERRY/OSTERBERG- 12377

Professor(s): Edward Osterberg Jr. (ADJUNCT)
Richard Sherry (ADJUNCT)

Credits: 3

Course Areas: Taxation 
Business and Commercial Law

Time: 5:30p-7:00p  TTH  Location: 3  BLB

Course Outline: COURSE DESCRIPTION:
This course analyzes basic factors to be considered in the organization, finance and operation of business ventures, combining concepts of partnership, limited liability company and corporate law, finance, securities law and taxation. The course will focus on four primary areas: formation and capitalization of the enterprise; distribution of earnings and assets; business combinations; and dissolution. Significant emphasis will be placed on federal and state tax issues affecting business planning decisions. Fundamental principles of entity-level and pass-through taxation will be discussed.

Course Syllabus: Syllabus

Course Notes: Quota= 24  

Prerequisites: Yes  LAW 5459 (Federal Income Tax) and LAW 5421 (Business Organizations).

First Day Assignments:

Final Exam Schedule: Take home exam      

This course will have:
Exam:
Paper:

Satisfies Skills Course Requirement: Yes
Satisfies Senior Upper Level Writing Requirement: No

Experiential Course Type: simulation

Bar Course: No

DistanceEd ABA 306:

Pass-Fail Student Election:

Course Materials (10/28/2019 10:59:09 AM)

Book(s) Required

A. Gevurtz, Business Planning (Foundation Press 5th Edition 2014)
B. Texas Business Organizations Statutes, relevant sections available at
http://www.sos.state.tx.us/corp.index.shtml
C. Texas Model Business Organization Forms, relevant sections available at
http//www.sos.state.tx.us/corp/forms.shtml
D. Internal Revenue Code of 1986, as amended, relevant sections available at
http://www.access.gpo.gov/uscode/title26/title26.html
E. Securities Act of 1933, including rules and regulations, relevant sections
available at http://www.sec.gov/about.shtml
F. Securities Exchange Act of 1934, including rules and regulations, relevant
sections available at http://www.sec.gov/about.shtml