Author: Christine Farr


OverviewThe final project for this course is the creation of a memorandum with an appendix of supporting IRS forms and schedules.Working as an accounting associate in a financial organization requires the ability to apply accounting knowledge in unique ways. Being able to identify issuesand communicate them effectively with members of your team and clients is essential for any financial career working in a privately held enterprise or workingwith privately held clients.In the final project, you will demonstrate your ability to communicate your tax efficient investment and business strategy recommendations to a client. Yourproposed strategy could save the client and his family millions of dollars over time, so it is imperative that you utilize your tax research skills and maintaincompliance with all governing rules and regulations.The project is divided into four milestones, which will be submitted at various points throughout the course to scaffold learning and ensure quality finalsubmissions. These milestones will be submitted in Modules Two, Four, Five, and Seven. The comprehensive memorandum with appendix will be submitted inModule Nine.The project will address the following course outcomes:

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