Memo to MD

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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