PowerPoint presentation/with speaker notes and also in Word document: Below are the links for the template, the income tax returns for two clients I selected, and the Client Tax Profiles B.
Project Two Guidelines and Rubric
ACC 330 Project Two Guidelines and Rubric
In this project, you will demonstrate your mastery of the following competency:
- Apply tax laws, regulations, and codes to tax planning
- Present tax positions and relevant research to stakeholders
Scenario
As a new junior accountant, your firm requests that you spend time interacting with clients on a one-on-one basis, including discussing results of prepared tax returns. This allows clients the opportunity to ask questions and to better understand their tax situation. You have been provided with several client files to review and will select one set of prepared tax returns to analyze from Client Tax Profile B found in the Supporting Materials section below. You will also be given tax planning scenarios within each client’s profile to compare. You began this work when you completed Module Six Case Study.
To gain practical experience in completing this task, you will present your analysis of each return and applicable tax planning scenario to a senior manager within the firm. In your presentation, you will explain the types of federal law sources used to prepare the return and the tax position(s) taken. In addition, you will address any tax planning considerations for the client, including identifying research necessary to make favorable suggestions and addressing the potential for tax avoidance or tax evasion based on the clients’ request to modify their current tax situation.
Instead of an in-person presentation, you will record a presentation using Bongo. You will prepare PowerPoint slides with images and content to present research completed for this project, the makeup of the client’s current tax position, and tax planning suggestions to assist the client in the future, as well as verbally showcase those slides in your Bongo presentation. You will include detailed speaker notes highlighting the important points you want to emphasize regarding the client’s current tax position and suggested tax planning.
Directions
Specifically, you must address the following rubric criteria:
- Explain the federal tax law sources used in each of the prepared tax returns. Include the following:
- Explain the filing requirements for the tax position taken in each of the prepared tax returns. Include the following:
- Explain taxable and non-taxable income. Consider the following:
- Justify deductions taken in each of the prepared tax returns. Consider the following:
- Evaluate tax credits applied in each of the prepared tax returns. Consider the following:
- Describe client profiles to assist with tax planning preparations. Include the following:
- Identify research necessary to find applicable tax planning solutions for the clients in each scenario. Include the following:
- Describe the difference between tax avoidance and tax evasion in addressing the client profiles. Include the following:
- Evaluate benefits of tax planning for the clients. Include the following:
- Create tax planning recommendations based on client profiles. Include the following:
Bongo Auto Analysis is a tool that rates your video content for clarity, use of filler words, and speaking rate. Using this feature is optional for this assignment. You may, however, want to use it to get immediate feedback on your work, which you can then revise and submit.
What to Submit
To complete this project, you must submit the following:
Tax Position PowerPoint Presentation/Bongo Recording
- Using the Project Two template, produce a presentation using MS PowerPoint. Include at least 11–15 slides. Sources should be cited according to APA style.
- Record narration of your completed PowerPoint presentation using Bongo.
Speaker NotesInclude a Word document of Speaker Notes and the PowerPoint Presentation in the form of a PDF file. Sources should be cited in APA style.
Supporting Materials
The following resource(s) may help support your work on the project:
Resource: Client Tax Profiles B Descriptions
Tutorial: PowerPoint Speaker Notes Tutorial
Website: How To – Record and Submit an Individual Assignment in BongoThis SNHU Knowledge Base resource provides information related to recording and submitting your video in Bongo.
Website: How To – Upload and Submit an Individual Assignment in BongoThis SNHU Knowledge Base resource provides information related to uploading and submitting a video in Bongo.
Website: How To – Create Captions in BongoThis SNHU Knowledge Base resource provides information related to adding captions to Bongo videos.
Website: How To – Use Bongo AnalysisThis SNHU Knowledge Base resource provides information related to using Bongo analysis.
Note: If you have any difficulty using Bongo, please reach out to the IT Service Desk.
Research Resources:
Website: United States Code
Website: Prior Year Forms and Instructions
Website: Tax Code, Regulations, and Official Guidance
