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Content knowledge item 1: Identify tax planning opportunities, strategies, and techniques using the US federal income tax laws
Content knowledge item 2: Analyze the legal and ethical considerations of tax planning strategies and techniques using US federal income tax laws
Task
Step 1: Read the case
Step 2: Identify the legal issues
Step 3: To answer the identified legal issues, research the Internal Revenue Code and other tax sources
Step 4: Apply the results of legal research to the identified legal issues
Step 5: Determine the conclusions to the identified legal issues
Step 6: Write a memo (see requirements and other information in the attached Word Document)
Step 7: Click Submit Assignment in the upper right to choose the upload type for your assignment, Then click Submit Assignment to complete the submission.
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