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This site allows you to search for accounting cases. Currently, the site contains all cases published in Issues in Accounting Education, the IMA Educational Case Journal, the Journal of Accounting Education, and Accounting Perspectives. Teaching notes for these cases are available at the American Accounting Association (aaahq.org) and the IMA (www.imanet.org) websites, respectively. Membership in the AAA is required for access to the teaching notes for the Issues in Accounting Education cases. Membership in the IMA is necessary for access to both the case and teaching notes for the IMA Educational Case Journal.

This site was developed by and is maintained by Michael Meyer, Department of Accountancy, Mendoza College of Business and Teresa Meyer, Office of Information Technology of the University of Notre Dame.

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Accounting Topics

Cases for MACCT/MSA Tax Strategy

Dot.com Or Dot.bomb? the Unpleasant Tax Surprise of Stock Options in a Volatile Market

Issues in Accounting Education, Issue: 18, 2003

Link to Abstract

Authors: Catanach

Industry: E-Commerce

Undergraduate Courses
Advanced Financial Accounting
Graduate Courses
MACCT/MSA Tax Strategy
Accounting Topics
Stock Options
Compensatory Stock Options
Tax Planning

Developing Essential Skills Through Case Study Scenarios

Journal of Accounting Education, Issue: 18.3, 2000

Link to Abstract

Authors: Sawyer, Tomlinson, Maples

Industry: Multiple

Undergraduate Courses
Tax Accounting
Tax Research
Graduate Courses
MACCT/MSA Tax Strategy
Accounting Topics
Pension Fund
Share Transactions
Tax Deduction

Structuring a Tax Efficient International Operation

Journal of Accounting Education, Issue: 30.1, 2012

Link to Abstract

Authors: Wilkinson, Thomasson

Industry: Oil & Gas

Undergraduate Courses
Tax Research
Graduate Courses
MACCT/MSA Tax Strategy
MACCT/MSA Taxation
Accounting Topics
Foreign Earned Income Exclusion
Foreign Tax Credit
International Taxation
Tax Planning
Transfer Pricing

An Ethical Tax Dilemma: Support of Hobby Versus Trade Or Business in the Presence of Competing Incentives and Client 

Journal of Accounting Education, Issue: 30.3/4, 2012

Link to Abstract

Authors: Arnold, Wilkinson, Stuebs

Industry: Cpa Firm

Undergraduate Courses
Capstone
Tax Accounting
Graduate Courses
MACCT/MSA Tax Strategy
Accounting Topics
AICPA Professional Standards
Ethics
Hobby Losses
Tax Planning

Microsoft's Foreign Earnings: Tax Strategy

Issues in Accounting Education, Issue: 30.4, 2015

Link to Abstract

Authors: Kyj, Romeo

Industry: Software

Undergraduate Courses
Capstone
Tax Accounting
Tax Research
Graduate Courses
EMBA Financial Accounting
MACCT/MSA Tax Strategy
MACCT/MSA Taxation
MBA Financial Accounting
Accounting Topics
Foreign Earned Income Exclusion
Tax Haven
Tax Planning
Territorial Taxation

Brewing Up Controversy: A Case Exploring the Ethics of Corporate Tax Planning

Issues in Accounting Education, Issue: 30.4, 2015

Link to Abstract

Authors: Hess, Alexander

Industry: Brewery

Undergraduate Courses
Capstone
Tax Accounting
Graduate Courses
MACCT/MSA Corporate Taxation
MACCT/MSA Tax Strategy
MACCT/MSA Taxation
Accounting Topics
Ethics
International Taxation
Tax Haven
Tax Planning

Barbados Spirits Inc.

Accounting Perspectives, Issue: 14.4, 2015

Link to Abstract

Authors: Kalesnikoff

Industry: Manufacturing

Undergraduate Courses
Auditing/Assurance
Capstone
Tax Research
Graduate Courses
MACCT/MSA Auditing/Assurance
MACCT/MSA Tax Strategy
MACCT/MSA Taxation
Accounting Topics
Independence
Related Party Transactions
Tax Reporting
International Taxation
Tax Avoidance

Sweetness and Spice: Tax Issues For Foodies

Issues in Accounting Education, Issue: 31.1, 2016

Link to Abstract

Authors: Stallworth, Anderson

Industry: Food

Undergraduate Courses
Tax Accounting
Tax Research
Graduate Courses
MACCT/MSA Tax Strategy
MACCT/MSA Taxation
Accounting Topics
Hobby Losses
Home Office Deduction
Section 179
Tax Planning

Should U.s. and Global Regulators Take a Bigger Tax Bite Out of Technology Companies? A Case On Apple's International Tax Minimization and Reporting Strategies

Issues in Accounting Education, Issue: 31.1, 2016

Link to Abstract

Authors: Holtzblatt, Tschakert

Industry: High-Tech

Undergraduate Courses
International Accounting
Tax Accounting
Tax Research
Graduate Courses
MACCT/MSA Corporate Taxation
MACCT/MSA Tax Strategy
MACCT/MSA Taxation
Accounting Topics
Transfer Pricing
Double Taxation
Foreign Tax Credit
International Taxation
Tax Haven
Tax Planning

Transocean and the History of Tax Inversions

Issues in Accounting Education, Issue: 34.1, 2019

Link to Abstract

Authors: Elder, Albring, Franklin

Industry: Taxation

Undergraduate Courses
Tax Accounting
Tax Research
Graduate Courses
MACCT/MSA Tax Strategy
MACCT/MSA Taxation
Accounting Topics
Multinational Corporation
Inversion
Tax Planning

Data Analytics in Tax Research: Analyzing Worker Agreements and Compensation Data To Distinguish Between Independent Contractors and Employees Using IRS Factors

Issues in Accounting Education, Issue: 35.3, 2020

Link to Abstract

Authors: Borthick, Smeal

Industry: Public Accounting

Undergraduate Courses
Data Analytics
IT Auditing
Tax Accounting
Tax Research
Graduate Courses
MACCT/MSA Tax Strategy
MACCT/MSA Taxation
Accounting Topics
Tax Research
Data Analytics

The Downside of a Discharged Student Loan

Issues in Accounting Education, Issue: 36.2, 2021

Link to Abstract

Authors: Single, Conn, Proschko

Industry: Public Accounting

Undergraduate Courses
Tax Accounting
Tax Research
Graduate Courses
MACCT/MSA Tax Strategy
MACCT/MSA Taxation
Accounting Topics
Student Loans
Amended Return
W-2

S Corporations and IRC Section 199a: Incorporating Excel Into Tax-Planning Scenarios

Issues in Accounting Education, Issue: 36.3, 2021

Link to Abstract

Authors: Key, Mathis, Cooper

Industry: Public Accounting

Undergraduate Courses
Tax Accounting
Tax Research
Graduate Courses
MACCT/MSA Tax Strategy
MACCT/MSA Taxation
Accounting Topics
Business Income Deduction
Cost Recovery
Flow-Through Entity
S-Corp

Making the Trade in the National Basketball Association (nba): A Research Case Exploring Like-Kind Exchange Treatment Post Tax Cuts and Jobs Act

Issues in Accounting Education, Issue: 36.3, 2021

Link to Abstract

Authors: Nylen, Huels

Industry: Professional Sports

Undergraduate Courses
Tax Accounting
Tax Research
Graduate Courses
MACCT/MSA Tax Strategy
MACCT/MSA Taxation
Accounting Topics
Like Kind Exchange
Tax Research

Using Tableau To Analyze the Effects of Tax Code Changes: A Teaching Case For Tax and AIS Courses

Issues in Accounting Education, Issue: 36.3, 2021

Link to Abstract

Authors: Sledgianowski, Petra, Pelaez, Zhu

Industry: Public Accounting

Undergraduate Courses
Accounting Information Systems (AIS)
Data Analytics
Tax Accounting
Tax Research
Graduate Courses
MACCT/MSA AIS
MACCT/MSA Tax Strategy
MACCT/MSA Taxation
Accounting Topics
Tax Return
Big Data
Data Analytics

A Different Kind of Cola War: Coca-Cola Versus the IRS

Issues in Accounting Education, Issue: 38.3, 2023

Link to Abstract

Authors: Keyser, Neuman

Industry: Coca-Cola

Undergraduate Courses
Advanced Financial Accounting
Tax Accounting
Tax Research
Graduate Courses
MACCT/MSA Tax Strategy
MACCT/MSA Taxation
Accounting Topics
Multinational Corporation
International Taxation
Transfer Pricing

Whyteglov Services: IRC Section 1060 Asset Acquisition

Journal of Accounting Education, Issue: 37, 2016

Link to Abstract

Authors: Wu, Goldman, Makridis

Industry: Software

Undergraduate Courses
Tax Accounting
Tax Research
Graduate Courses
MACCT/MSA Tax Strategy
MACCT/MSA Taxation
Accounting Topics
Purchase Price Allocation
Partnership Taxation
Section 1060
Tax Planning

To Amend Or Not To Amend: A Tax Consulting Case

Journal of Accounting Education, Issue: 40, 2017

Link to Abstract

Authors: Burke, MJ, Burke, MM, Gates

Industry: Tax Services

Undergraduate Courses
Tax Accounting
Graduate Courses
MACCT/MSA Tax Strategy
MACCT/MSA Taxation
Accounting Topics
Filing Status
Marriage Tax Penalty

Tax-Compliant Transfer Pricing of Intra-Group Services: the Soft Drink Case

Journal of Accounting Education, Issue: 61, 2022

Link to Abstract

Authors: Rossing, Pearson

Industry: Beverage

Undergraduate Courses
Tax Accounting
Tax Research
Graduate Courses
MACCT/MSA Managerial Accounting
MACCT/MSA Tax Strategy
MACCT/MSA Taxation
Accounting Topics
Cost Allocation
Transfer Pricing
International
Multinational Corporation
Tax Avoidance
Tax Compliance
Tax Impact
Transfer Pricing

Using Tax History To Teach the Concepts of Tax Planning

Issues in Accounting Education, Issue: 13.3, 1998

Authors: Samson

Industry: None

Undergraduate Courses
Tax Accounting
Graduate Courses
MACCT/MSA Tax Strategy
Accounting Topics
Capital Gains
Tax Impact
Tax Incentives
Tax Planning
Tax Strategy

Multijurisdictional Taxes: A Tax Research and Planning Case Using Major League Baseball (mlb) Players

Issues in Accounting Education, Issue: 39.3, 2024

Link to Abstract

Authors: Inger, Dunn, Kunz

Industry: Professional Sports

Undergraduate Courses
Tax Accounting
Tax Research
Graduate Courses
MACCT/MSA Tax Strategy
MACCT/MSA Taxation
Accounting Topics
Multi-State Taxation
Tax Planning
Tax Research