fall_2009_part_1_investments

fall_2009_part_1_investments - TAX 6845 Tax Planning and...

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TAX 6845 – Tax Planning and Consulting Case Part 1: Investment issues & the loss limiters (20 points) To be completed in small groups 2-3 due date: September 15, 2009 Steve and Julie Stumberg, both age 50, are successful in their business and investment dealings. They have no children. When we join them, they are looking at investments they have recently made. Over the course of the semester we will follow them as they look at these investments, start a business in which Steve initially participates, expand the business, sell the business, develop a financial plan, establish a charitable foundation, and plan their estates. This will force us to look at tax issues relating to starting a business (organizational form, capital structure, tax year, and accounting methods) and operating and growing the business (property transactions, employee compensation and benefits, state and local taxation, multi-state taxation, and the alternative minimum tax). Julie is an attorney who works for an airline. Steve just left a position with a large agri-business and is looking to get started in
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This note was uploaded on 03/03/2010 for the course ACG 6845 taught by Professor Kelliher during the Spring '09 term at University of Central Florida.

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fall_2009_part_1_investments - TAX 6845 Tax Planning and...

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