Your Assignment Is To Provide A Written Answer To The Tax Re

Your Assignment Is To Provide A Written Answer To the Tax Research Pro

Your assignment is to provide a written answer to the Tax Research Problem assigned from Chapters of the South-Western Text. FOR ELECTRONIC SUBMISSIONS, PLEASE MAKE EVERY EFFORT TO SUBMIT, IF POSSIBLE, EITHER A SINGLE PDF OR A SINGLE WORD DOCUMENT OF THE ENTIRE PROJECT. THANK YOU. Format your answer should be no more than 2-3 pages (approximately 250 words per page) typed in a word processing program. The answer should be structured in memorandum form as follows. (There are similar examples in Chapter 2) TO: File of (taxpayer name). (Your audience is other CPAs in your firm as peer review.) FROM: (your name) RE: (state issue) DUE: (due date) CONCLUSION: (short statement) REASONING: (body - facts, state rule of law, reasoning (apply law to taxpayer’s facts)) (conclusion repeated) Attach 1-2 pages from CCH and 1-2 pages from Westlaw (plus the “History”) to show that you were able to locate appropriate authority. Even if a internet search engine is used, CCH and Westlaw must be used.

Paper For Above instruction

The task involves preparing a concise, well-structured memorandum that answers a specific tax research question derived from chapters of the South-Western textbook. The memorandum format ensures clarity and professionalism, critical for peer review among CPAs. The document must be limited to 2-3 pages, roughly 250 words per page, and should follow the prescribed structure: a clear TO, FROM, RE, DUE, CONCLUSION, and REASONING section.

In the TO line, specify the file of the taxpayer involved, acknowledging the audience as other CPA colleagues engaged in peer review. The FROM line should carry your name as the preparer of the report. The RE line briefly states the core issue or question, while the DUE indicates submission deadline. The CONCLUSION offers a succinct summary of the findings or answer.

The REASONING section forms the core of the memorandum. Here, present the relevant facts of the case, citing applicable tax laws, regulations, and authoritative sources. Apply the law logically to the facts to develop your reasoning. This will demonstrate your tax research effort and understanding of the legal framework guiding the taxpayer’s issue.

Supporting documentation includes attaching 1-2 pages from CCH and 1-2 pages from Westlaw, including related history documents, to substantiate the authority used. This demonstrates due diligence in research, confirming that appropriate legal and regulatory sources were consulted. Even if online search engines are used, authoritative databases like CCH and Westlaw are required to ensure research quality and credibility.

References

  • Internal Revenue Code and Regulations, Treasury Department.
  • Northwestern University Law Review. (Year). Article Title.
  • CCH Tax Research Specialist. (Year). Title of the relevant content.
  • Westlaw legal database. (Year). Case/Statute analysis: Case Name.
  • South-Western Federal Taxation. (Year). Chapters involved.
  • Other credible tax authority sources relevant to the issue.

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