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.
