1. Why is gathering pertinent facts oftentimes the most challenging task faced by tax researchers? Use examples to support your explanation.
2. Under a pre-TCJA divorce decree, Shay Jones is obligated to pay $3,000 per month in alimony and $4,000 per month in child support. However, Shay has been paying only $5,000 per month, believing the child support obligation is too high. do a tax research memo for your files regarding how to allocate the $5,000 between alimony and child support on her tax return.
3. Assume the same facts as presented in Question 2. Prepare a client letter to Ms. Jones, who has expressed her very minimal understanding of tax laws, explaining the results of your research.
4. Explain what a research memo is designed to accomplish, and identify and discuss the primary parts of a tax research memo and their importance.
5. List and explain 3 or more tips for effective communication of oral presentations listed in your textbook.