Summarize Basic Tax Planning Strategies

Instructions

Conduct research or speak to a tax professional regarding tax planning strategies and tax tips to prepare for year end and submitting individual taxes. Note what each strategy is and how the plan would be employed.

Using this information, prepare a PowerPoint presentation because you are a tax professional who is about to speak to a group of tax payers. Your presentation should include information for all five tax planning ideas/strategies. Be sure to include examples to illustrate your findings.

Incorporate appropriate animations, transitions, and graphics as well as speaker notes for each slide. The speaker notes may be comprised of brief paragraphs or bulleted lists.

Support your presentation with at least 5 scholarly resources. In addition to these specified resources, other appropriate scholarly resources may be included.

Length: 12-15 slides (with a separate reference slide) *not including title slide nor reference

Notes Length: 100-150 words for each slide

This assignment must demonstrate:

——— Researched and discussed different tax planning strategies to prepare for year end and individual tax submittal.

——— Determined how tax planning strategies and tax tips would be employed.

———- Provided an educational presentation directed to taxpayers.