ACC 683: Case Study Research Project

Case Study Research Project: Part 1

For this Part 1 Case Study Research Project, you will begin your work and delve deeper into the tax research process for the McGuire Corporation case.

Learning Materials Course Text

Dennis-Escoffier, S., & Fortin, K. A. (2015). Taxation for decision makers (2016 ed.). Hoboken, NJ: John Wiley & Sons, Inc.

oChapter 2, "The Tax Practice Environment" (Section 2.4)

The authors of this chapter outline the specifics for tax research. Focus on using this information to guide you as you research for your case study project.

Websites

U.S. Government Publishing Office (GPO). (n.d.). FDSYS: Federal Digital System. Retrieved from http://www.gpo.gov/fdsys

Use this website to locate official government primary sources of authority for this Case Study Research Project.

Internal Revenue Service. (2015). Internal Revenue Bulletin 2015-13 (IRB No. 2015- 13). Retrieved from http://www.irs.gov/irb/2015-13_IRB/

Use this website to assist you with the most recent IRS revenue rulings.

Instructions

For this Part 1 of your Case Study Research Project:

Review the "Case Study Research Project Overview" document and the "Case Study Research Project" document found in the Learning Materials, and begin planning for your client, McGuire Corporation.

Gather the facts to identify the issues.

Locate the relevant authority you will need for your specific case study.

Note: There is no Assignment submission this week.

Case Study Research Project: Part 2

For this Part 2 Case Study Research Project, you will continue your work through the tax research process for the McGuire Corporation case.

Learning Materials Course Text

Dennis-Escoffier, S., & Fortin, K. A. (2015). Taxation for decision makers (2016 ed.). Hoboken, NJ: John Wiley & Sons, Inc.

oChapter 2, "The Tax Practice Environment" (Section 2.4)

The authors of this chapter outline the specifics for tax research. Focus on using this information to guide you as you research for your case study project.

Websites

U.S. Government Publishing Office (GPO). (n.d.). FDSYS: Federal Digital System. Retrieved from http://www.gpo.gov/fdsys

Use this website to locate official government primary sources of authority for this Case Study Research Project.

Internal Revenue Service. (2015). Internal Revenue Bulletin 2015-13 (IRB No. 2015- 13). Retrieved from http://www.irs.gov/irb/2015-13_IRB/

Use this website to assist you with the most recent IRS revenue rulings.

Instructions

For this Part 2 of your Case Study Research Project:

Review the "Case Study Research Project Overview" document and the "Case Study Research Project" document found in the Learning Materials, and continue planning for your client(s). In your research, specifically identify the following:

oExplain the sources of authority that will address the issues for your case study and why these sources of authority are needed.

oExplain your recommendations based on your research, and why.

Case Study Research Project Final Submission

For this part of your Case Study Research Project, you will finalize and submit your project.

Learning Materials Course Text

Dennis-Escoffier, S., & Fortin, K. A. (2015). Taxation for decision makers (2016 ed.). Hoboken, NJ: John Wiley & Sons, Inc.

oChapter 2, "The Tax Practice Environment" (Section 2.4)

The authors of this chapter outline the specifics for tax research. Focus on using this information to guide you as you research for your case study project.

Websites

U.S. Government Publishing Office (GPO). (n.d.). FDSYS: Federal Digital System. Retrieved from http://www.gpo.gov/fdsys

Use this website to locate official government primary sources of authority for this Case Study Research Project.

Internal Revenue Service. (2015). Internal Revenue Bulletin 2015-13 (IRB No. 2015- 13). Retrieved from http://www.irs.gov/irb/2015-13_IRB/

Use this website to assist you with the most recent IRS revenue rulings.

Instructions

For this final Case Study Research Project:

Review the "Case Study Research Project Overview" document and the "Case Study Research Project" document found in the Learning Materials, and finalize your recommendations for your client.

Create a memo to the client's file, and include the following four sections in your memo (Note: See Section 2.4.4 of Chapter 2 to guide you.):

oFacts: A statement of the relevant facts

oIssues: The tax questions or issues involved

oConclusions: The researcher's conclusions to the issues

oDiscussions: A discussion of the reasoning and authorities upon which the conclusions are based

Finally, create a letter to your client similar to those illustrated on pages 87-89 to finalize your recommendation.