Course Syllabus Exchange

ATA Syllabus Exchange - click here for list of syllabi

The syllabus exchange link is an Excel file that you can download and sort in the manner that you prefer. The Excel file has underlying links to the syllabi that are on the ATA website.

Call for Syllabi (updated Fall 2013)

The tax syllabus and case exchanges provide ATA members with the opportunity to share teaching materials with other ATA members. The Teaching Resources Committee is updating this part of the ATA website and is considering adding other tax course materials (e.g., projects). We ask you to submit any syllabi, cases, and other materials from your undergraduate and graduate tax courses that you are willing to share. If you have shared some of these before, we thank you but ask that you do so again so the materials are as up-to-date as possible. Tax cases, projects, and other such materials should be submitted without any solutions so they are not available to students (adopters of them would need to contact the authors for the solutions). Please email your materials to Susan Anderson (andersonse@appstate.edu).

Please include the words "ATA Syllabus Exchange" in the subject line.

The text of the email should include the following information:

1.   Course level (undergraduate/graduate)
2.   Course name (if not on the syllabus)
3.   Topics covered (if not obvious from the course name)
4.   Faculty name and affiliation (if not on the syllabus)
5.  Whether you have additional course material that you are willing to share or discuss with faculty who may contact you (i.e. lecture notes, problem sets, cases, assignments, etc.)

Syllabi should be formatted as Microsoft Word or Adobe PDF files.

We appreciate your help and look forward to receiving your syllabi.


Welcome to the Tax Case Exchange

The Teaching Resources Committee for 2005/2006 was charged with creating and implementing this online tax case exchange.

Tax Case Exchange (click for access)

Solutions to cases are available from the case authors at the email addresses noted on each case. Please submit new or revised cases to Kathleen E. Sinning.


Also available:
The PwC Case Studies in Taxation (click on this link) provide students with realistic fact situations in which a number of tax problems and opportunities can be identified. The cases include prospective as well as completed business transactions, so that students can incorporate tax planning into their solutions. The case studies cover various topical areas typically encountered in a second university tax course, or in a business-school graduate tax program. Deliverables by the student can include memos, presentations, spreadsheets, and tax forms. The cases easily can be modified by the instructor to change fact patterns or to select portions of the case for class work. Provided by the PwC Foundation, prepared by William A Raabe.

 


Assessment of Learning

Assistance with learning outcome assessment (AOL) guidance

The 2012-2013 ATA Teaching Resources Committee administered a survey to identify ATA members who are willing to assist other members who are looking for learning outcome assessment (AOL) guidance. The results of the survey (in Excel format) are available by clicking on this link.

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Online Exchange of Assessment Materials--Share Your Methods

The 2008-2009 ATA Graduate and Undergraduate Assessment and Accreditation Issues Committees and Teaching Resources Committee have been given the charge to develop an online exchange of assessment materials that are being used in tax courses. The assessment materials can be of any form, including exam questions, homework problems, cases, as well as other methods.  If you are willing to share examples of methods (rubrics and metrics) you use to assess direct learning objectives in your tax courses, please send them as an e-mail attachment to strobel@moore.sc.edu.  Include the words “Assessment Materials” in the subject line.

The text of the message should include the following information:

1.   The learning objective being assessed;
2.   The course (name) in which the objective is assessed;
3.   Advice about concerns or problems you experienced in assessing the learning objective in your tax course.

The assessment materials should be formatted as Microsoft Word or Adobe PDF files.

We appreciate your help and look forward to receiving your assessment materials.

Caroline Strobel, Graduate Assessment and Accreditation Issues Committee
Kathleen Sinning, Undergraduate Assessment and Accreditation Issues Committee

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The 2006-2007 Accreditation and Curriculum Issues Committee developed a questionnaire on assessment plans for accounting programs and the Introductory Tax Course. Members of the APLG and ATA were asked to complete the questionnaire, and 86 people responded to the survey. The questionnaire was set up so that people could respond to questions on the assessment of the accounting program or assessment related to the Introductory Tax course or both. The results of the survey are available by clicking on the links below.

Assessment of Learning Survey Results - November 2007 (in pdf format) [posted 3/27/08]
Assessment of Learning Survey Results - November 2007 (in Excel format) [posted 3/27/08]

In addition, the Committee asked people to contribute their assessment materials, and sent email messages to all the individuals who volunteered to share their materials. Several are below, and additional materials will be posted on this website as they become available.

Indiana University - Assessment Report - Fall 2007 (Word doc) [posted 7/5/08]
Indiana University - Assessment Report - related emails (Jan 2008) (Word doc) [posted 7/5/08]
Utah State University School of Accountancy - Teaching and Learning Assessment Plan (Word doc) [posted 8/13/07]
Western Michigan University - BBA-Accountancy Assessment (Word doc) [posted 8/13/07]
Western Michigan University - MS-Accountancy Assessment (Word doc) [posted 8/13/07]


Other Teaching Resources

Resources from our ATA Sponsors

ATA Teaching Innovation Award winners - Get great ideas from our own ATA members!

Tax Teaching Resources Spreadsheet - Compiled by Brigitte Muehlmann of the ATA Teaching Resources Committee (2013)

Walsh College's directory of tax resources

Methods, Topics, and Issues in Tax Education: A Year 2001 Perspective, an ATA Teaching Monograph edited by Janet A. Meade, is now available on the ATA website (posted August 23, 2007)

Updated Syllabus Exchange is available.

Also, please contribute YOUR syllabi to the Syllabus Exchange! (posted September 6, 2013)

Tax Case Exchange is available.

The PwC Case Studies in Taxation provide students with realistic fact situations in which a number of tax problems and opportunities can be identified. The cases include prospective as well as completed business transactions, so that students can incorporate tax planning into their solutions. The case studies cover various topical areas typically encountered in a second university tax course, or in a business-school graduate tax program. Deliverables by the student can include memos, presentations, spreadsheets, and tax forms. The cases easily can be modified by the instructor to change fact patterns or to select portions of the case for class work. Provided by the PwC Foundation, prepared by William A Raabe.

Information about the PwC Case Studies in Taxation

American Taxation Association Sponsors

The ATA gratefully acknowledges sponsorship from the following firms

Platinum Sponsors:
Deloitte
EY
Grant Thornton
The KPMG Foundation
PricewaterhouseCoopers

Other resources generously provided by our sponsors:

From Deloitte
The Deloitte IFRS University Consortium
The Deloitte FanTAXtic Tax Case Study Competition
Dbriefs Webcasts for Tax Professionals
Read the latest Deloitte TAX LLP events, reports and features
Learn more about the Deloitte Foundation

From EY
A summary of EY faculty resources are outlined in the EYARC Faculty Resources brochure.  All of these resources can be accessed through your EYARC account.  You can reach the EYARC site at www.ey.com/us/arc.  If you experience any access issues or do not have an EYARC account, please contact Catherine Banks, EYARC Progam Director, at catherine.banks@ey.com to register for one.

From Grant Thornton
Grant Thornton - Tax news and information
Grant Thornton - Webcasts and Events
Grant Thornton - Developing Business Issues
Grant Thornton - Public Policy
Grant Thornton - IFRS Resource Center

From KPMG
KPMG Foundation website
KPMG University Connection
KPMGUniversityConnection.com offers free access to a wide range of classroom resources and tools. Registered faculty members can view and download robust classroom learning materials, authored by KPMG partners and professionals and leading academics, focused on topics such as accounting and auditing, tax, advisory, professional judgment, ethics, risk management, and corporate governance. Students have access to case studies, worksheets, videos, and other learning tools. RSS feeds and e-mail subscriptions notify site users of new content.Tax Curriculum Resources and Technical Videos
KPMG Tax Governance Institute
KPMG IFRS Institute
KPMG Professor Residency program
(posted 1/24/2013)

From PricewaterhouseCoopers LLP (PwC)
PwC Faculty Website
PwC Faculty Newsletter
PwC Open University
PwC Tax Webcasts
PwC Tax Publications

Letter from the President

Benjamin C. Ayers

Greetings!

The ATA continues to be successful largely because of its volunteers.  Many thanks to all of you who have given to this organization in the past and who have agreed to serve again this year.

The annual meeting marks the start of a new year and an opportunity to present our research and connect with long-time friends.  I want to thank Amy Hageman and her committee for developing a great set of ATA sessions at the 2018 Annual Meeting in San Diego.  The annual meeting also gave us the opportunity to celebrate our members’ achievements in research, teaching and service.  The following ATA members were recognized at the ATA lunch at the Annual Meeting:

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