Tax Memo

Understand the role of a tax practitioner
Identify the tax issues involved in a scenario
Be able to conduct comprehensive tax research utilizing on-line tools in order to formulate a solution to the issues raised.
Be able to articulate and defend a tax position in writing.
Task: In order to successfully complete this assignment you must:

Prepare a memorandum to the tax manager outlining the information you found in your research.
Format the memo to include:
Restatement of Facts (paraphrase)
Identify at least three main issues based on these facts
Provide a conclusion for each issue

Sample Solution