A Upon being retained by Dave to provide tax advice

 

A Upon being retained by Dave to provide tax advice you are scheduled to meet with him in one week. The tax partner-in-charge assembles several staff members (CLC Team) and begins the task of understanding Dave’s tax situation. Dave is to be provided a summary of his current tax issues and at least three alternative plans to address these issues before tax returns need to be completed for his current tax year. During the first session Dave expects to be provided with an analysis of his individual tax situation, tax structure, and potential tax liability issues.

Please refer to the assignment grading rubric at the assignment’s drop box for information regarding how the assignment will be graded. The CLC team is to prepare a two-page (double-spaced) report with the required information to be submitted by the end of Module 2.

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