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milestone three

TAX 655 Milestone Three Guidelines and Rubric
You will submit a draft of your tax planning proposal and strategic plan recommendation regarding the client?s estate. You must also address the tax effects of
selling the business prior to the death of the founder. This assignment will address Section I, Parts F through J of the final critical elements of the final project.
Specifically, the following critical elements must be addressed:
I. Memorandum
F. Create a detailed tax planning proposal explaining how the client?s family can experience tax savings should the client pass away. Cite relevant
governing rules and regulations.
G. Illustrate a strategic plan that addresses the need for a will in handling the estate. Detail what happens to the business, land, and investments
consistent with tax codes and regulations. Consider extending the plan to address the client?s estate tax, trust, and charitable contributions
while minimizing estate tax.
H. Recommend estate planning strategies consistent with tax codes and regulations for the purpose of reducing the taxable estate. Be sure to
include gifting property to heirs in your response.
I. Illustrate the best course of action if the client decides to leave the business in three years. Provide some advice to him should he decide to gift
the business to his daughter or transfer the assets or common stock to her, depending on the business entity you have selected.
J. Illustrate the best course of action if the client wishes to sell the business. Consider the tax consequences with regard to capital gains and losses,
ordinary income issues, and selling an existing operating business.
Guidelines for Submission: Your paper must be submitted as a 2?3-page Microsoft Word document with double spacing, 12-point Times New Roman font, oneinch
margins, and at least three sources cited in APA format.
Instructor Feedback: This activity uses an integrated rubric in Blackboard. Students can view instructor feedback in the Grade Center. For more information,
review these instructions.
Critical Elements Proficient (100%) Needs Improvement (75%) Not Evident (0%) Value
Memo: Tax Planning
Proposal
Creates a tax planning proposal
explaining how the family can
experience tax savings should the
client pass away
Creates a tax planning proposal
but details are inaccurate or
irrelevant
Does not create a tax planning
proposal
18
Memo: Strategic Plan Illustrates a strategic plan that
addresses the need for a will in
handling the estate, which
includes the business, land, and
investments, consistent with
governing code and regulations
Illustrates a strategic plan that
addresses the need for a will, but
details lack coverage of business,
land, or investments or are not
consistent with governing code
and regulations
Does not illustrate a strategic plan
that addresses the need for a will
18
Memo: Estate Planning
Strategies
Recommends estate planning
strategies consistent with
governing code and regulations,
including gifting property to heirs
Recommends estate planning
strategies but details are
inaccurate or cursory
Does not recommend estate
planning strategies
18
Memo: Gift or Transfer the
Assets
Illustrates the best course of
action the client should take
including advice on gifting or
transferring assets if he leaves the
business in three years
Illustrates a course of action the
client should take if he leaves the
business in three years but details
are either inaccurate or irrelevant
Does not illustrate the best course
of action the client should take if
he leaves the business in three
years
18
Memo: Sell the Business Illustrates the best course of
action if the client wishes to sell
the business and includes tax
consequences when selling an
existing operating business
Illustrates a course of action if the
client wishes to sell the business,
but details are inaccurate or
cursory
Does not illustrate a course of
action if the client wishes to sell
the business
18
Articulation of Response Submission has no major errors
related to citations, grammar,
spelling, syntax, or organization.
Submission has major errors
related to citations, grammar,
spelling, syntax, or organization
that negatively impact readability
and articulation of main ideas.
Submission has critical errors
related to citations, grammar,
spelling, syntax, or organization
that prevent understanding of
ideas.
10
Total 100%

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