Create an original response to the open-ended DB question as well as engage in dialogue by responding to posts created by others throughout the week.
Post an original and thoughtful response to the DB question and contribute to the weekly dialogue by responding to at least two other posts from students. The first contribution must be posted before midnight (Central Time) on Wednesday of each week. Two additional responses are required after Wednesday of each week. Students are highly encouraged to engage on the Discussion Board early and often, as that is the primary way the university tracks class attendance and participation.
Your managing director asks if you can participate in a seminar that the firm is doing on tax efficient financial planning. He would like you to send him, in memo form, the various types of vehicles that can be used by clients to reduce the various kinds if taxation.
Prepare a memo to the managing director that explains the different vehicles available that can be used for each of the following:
• Minimize income tax
• Minimize capital gains tax
• Minimize estate tax
Concentrate on the vehicles, not the strategies because another of your colleagues will be summarizing those.