Spring 2024 Finance B8318 section 001

Investment Banking Tax Factors

Investment Banking Tax Fa

Call Number 14611
Day & Time
Location
R 2:20pm-5:35pm
570 GEFFEN HALL
Points 3
Grading Mode Standard
Approvals Required None
Instructor Robert Willens
Type LECTURE
Method of Instruction In-Person
Course Description As the course title implies, we will familiarize students with the tax principles that must be considered by corporate managers and their advisers with respect to transactions that result in a re-alignment of the corporations business activities or its capital structure. In most respects, the course will be taught from the perspective of the outside adviser engaged to provide guidance regarding a major corporate transaction or financing decision. The student will, once the course is completed, secure an ability to recognize common re-structuring/financing scenarios confronting management and be positioned to propose viable solutions to these problems in a manner that minimizes tax outlays, consistent with prudent and, above all, ethical business practice.The course features a final examination and a term paper; typically, but not necessarily, the paper is prepared on a group basis. The readings for the course consist, primarily, of Lehman Brothers Tax and Accounting" Research Reports and "The Willens Report" research pieces and articles from professional taxation journals as well as decided cases and I.R.S. pronouncements.We will supply all such reading materials on the first day of class."
Web Site Vergil
Department Finance
Enrollment 35 students (50 max) as of 11:05AM Monday, December 30, 2024
Subject Finance
Number B8318
Section 001
Division School of Business
Open To Business, Engineering:Graduate, Journalism
Section key 20241FINC8318B001