Tax-670

TAX 670 Module Six Short Paper Guidelines and Rubric

Overview: You will complete the group discussion and write a memorandum about the best possible tax plan for your client based on tax research. Prompt: Participate in the group discussion about the client, John, and write a short paper outlining the best possible tax plan advice for your client based on tax research. When giving advice to clients, it is important to have a clear-cut plan for clients to follow in regard to tax advice. Are there appropriate times when there are no clear answers? Support your answer with details. In your paper, address these critical elements:

 Identify sources for evaluating the appropriate tax situation.

 Document research performed to determine if tax inversion is advisable in this scenario.

 Apply research to create a scenario for the client to follow.

 Document findings and describe times when there are not clear and definitive answers when giving tax advice. Include supporting details.

Rubric Guidelines for Submission: Your paper should be submitted as a 2- to 3-page Microsoft Word document with double spacing, 12-point Times New Roman font, one-inch margins, and at least three sources cited in APA format.

Critical Elements

Exemplary (100%) Proficient (90%) Needs Improvement (50%) Not Evident (0%) Value

Identifies Sources

Meets “Proficient” criteria and shows keen insight into finding appropriate sources

Identifies sources for evaluating appropriate tax situation

Identifies sources for evaluating appropriate tax situation, but sources are not all relevant or are not cited

Does not identify sources for evaluating appropriate tax situation

20

Document Research

Meets “Proficient” criteria and description demonstrates masterfully applied tax research

Documents research performed to determine which tax planning steps are advisable in this situation

Documents research performed to determine which tax planning steps are advisable in this situation but refers to incorrect sources

Does not perform research to determine which tax planning steps are advisable in this situation

20

Apply Research Meets “Proficient” criteria and research results are expertly applied

Applies research to create a scenario for the client to follow

Applies research to create a scenario for the client to follow, but draws unsupported conclusions from research

Does not apply research to create a scenario for the client to follow

25

Document

Findings and Analyze

Meets “Proficient” criteria and analysis shows complex grasp of tax advice situations

Documents findings and describes times when there are not clear and definitive answers when giving tax advice

Documents findings and describes times when there are not clear and definitive answers when giving tax advice but does not support findings with accurate research

Does not document findings and describe times when there are not clear and definitive answers when giving tax advice

25

Articulation of Response

Submission is free of errors related to citations, grammar, spelling, syntax, and organization and is presented in a professional and easy-to-read format

Submission has no major errors related to citations, grammar, spelling, syntax, or organization

Submission has major errors related to citations, grammar, spelling, syntax, or organization that negatively impact readability and articulation of main ideas

Submission has critical errors related to citations, grammar, spelling, syntax, or organization that prevent understanding of ideas

10

Total 100%