Introduction You will continue to practice your writing skills by creating another business letter that is clear, concise, and accurate in content, and well-structured in grammar, punctuation, and formatting. The library resources for this activity present strategies and guidelines for writing a sound business letter.

Activity Instructions Write a letter to a client who has a considerable portfolio of investments. This client has a concern of how their portfolio dividends, capital gains, and capital losses will be treated on their tax return. The client requests that you prepare a letter giving them as much information as you can to explain the taxable options for portfolio investments. You should give examples of calculations to support your information. Feel free to be creative and make assumptions about the clients portfolio investments. You may use information from the textbook and from the IRS website to support your use of any information on the tax return.

Writing Requirements (APA format)

1 page single spaced business letter, followed by 3 pages double spaced research paper

1-inch margins

12-point Times New Roman font

References page