Overview
Please read the attached scenario and identify Emily's questions and provide your advice. The directions are in the pdf provided. I also provided a sample.
You need to prepare 1) an internal memo to document your research findings, and 2) an email draft response to your client.
Please follow the rubrics to ensure you cover all required elements of the memos.
A link is provided below of my professor going through the steps of the tax memo. Please watch. Let me know if the link doesn't work.
https://sdsu.zoom.us/rec/play/8KZIro6v_kkaqHJcmKB-...
| Criteria | Ratings | Pts |
|---|---|---|
This criterion is linked to a Learning OutcomeFormat/StyleThe memo should include your name and the date, as well as the five basic memo parts: 1) fact; 2) issue; 3) authorities; 4) conclusion; and 5) analysis. It should be structured and written clearly and concisely. | 10 pts | |
This criterion is linked to a Learning OutcomeIdentification of facts and issuesBoth open facts and closed facts that are relevant should be identified. Issues should be clearly linked to the facts of the research questions. | 10 pts | |
This criterion is linked to a Learning OutcomeAnalysis of authoritiesRelevant authorities include code sections, regulations, court cases, and revenue rulings that address the tax issues. There should be enough authorities to provide a clear understanding of the issue and interpretation of the law. The analysis of each authority should directly address the issues of the research questions. | 30 pts | |
This criterion is linked to a Learning OutcomeConclusionThree should be one conclusion for each issue. Each conclusion should answer the question as briefly as possible and indicate why the answer is what it is. | 20 pts | |
This criterion is linked to a Learning OutcomeClient email - Structure/ContentThis should summarize the research and recommendations. Basic components include 1) research questions and limitations; 2) facts; 3) analysis; and 4) closing. | 20 pts | |
This criterion is linked to a Learning OutcomeClient email - Style/ToneThe email should be cordial but formal. It should summarize the important findings of your work clearly and concisely. | 10 pts | |
Total Points: 100 |