TAX 655 5-2 Final Project Milestone 3: Strategic Planning, Gift Taxes, & Disposing of a Business

Instructions

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 project's critical elements.

For additional details, please refer to the Final Project Guidelines and Rubric document and the Milestone Three Guidelines and Rubric document.