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This assignment is a DB need fresh, original work in APA format with 2 references, 3-4 paragraph, need this work by 11/4/14



The purpose of the Discussion Board is to allow students to learn through sharing ideas and experiences as they relate to course content and the DB question. Because it is not possible to engage in two-way dialogue after a conversation has ended, no posts to the DB will be accepted after the end of each unit.

Your managing director asks if you can participate in a seminar that the firm is doing on Tax Efficient Financial Planning. He would like you to send him the various methods clients often use to reduce taxes.

Prepare a memo to the MD that explains the following:

  • Minimize income tax
  • Minimize capital gains tax
  • Minimize estate tax

In your own words, please post a response to the Discussion Board and comment on other postings. You will be graded on the quality of your postings.

For assistance with your assignment, please use your text, web resources, and all course materials.  Please refer to the following multimedia course material(s):

  • Unit 5 – Preparing Tax Returns
  • Unit 5 – Other Tax Credits
  • Unit 5 – Tax Returns
  • Unit 5 – Tax Credits & Retirement Plans
  • Unit 5 – At-Risk, PAL & AMT
  • Unit 5 – Determine Earnings, Deductions & Payroll

For assistance with your assignment, please use your text, Web resources, and all course materials.

Unit Materials

Unit 5 Course Materials


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