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The complete Writing Project and Presentation is found in Getting Started. Upload the portion of the project due this week.
Requirements:
Writing, using software, and interpreting results is a large part of your learning experience. These assignments are designed to improve your use of technology and communication skills. Using proper business English and resources from the library you will comment and share your research with your classmates. Make sure you note your source in proper APA format.
Project Information:
You are a manager at a local accounting firm, and Kate and Sam Smith are your clients.  It is the end of the year, and they have come to ask your advice on some tax planning strategies, as well as help preparing their tax return.
Week 1 Writing Assignment Part 1:
This project is split into four (4) parts with one (1) part due each week of the course. Based on your readings, use of technology, research of literature, and other sources do the following:
Week 1:  Early next year, Kate and Sam Smith will inherit $200,000.  Kate and Sam are trying to decide how to invest this money and have asked you, their tax accountant, to look into some potential investment opportunities.  Please see the attached excel spreadsheet, where you will complete the annual after-tax rates of return column for each investment opportunity you have identified.  Include a paragraph on the spreadsheet where you list the three basic tax planning strategies, and the features of taxation each of them exploits.
Due Dates: This project is completed over several weeks so be sure to follow the due dates carefully.
Grading Rubric: Please refer to the grading rubric specific requirements.
Criteria
Points
Description
Content/Use of Software
0-85
Thoroughness: The software document contains related material for the topic assigned. Appropriate formulas, functions, commands, and other features of the assigned software are used to obtain accurate solutions. The report(s) submitted from the software demonstrates an understanding of the use of the software. Timeliness: Assignment submitted by the assigned due date.
Formatting
0-15
The software documents are logically organized and formatted properly for a professional look.
Library Assistance
Link to Keiser’s elibrary resources:  http://kesu-verso.auto-graphics.com/MVC/
PowerPoint instruction on how to use the Keiser elibrary:   Keiser Slide show Library-Orientation-login-and-navigate-lesson1.pptx Keiser Slide show Library-Orientation-login-and-navigate-lesson1.pptx – Alternative Formats
Guidance on how to log in and use the Keiser elibrary:   KU Library login guide2014October3.pdf KU Library login guide2014October3.pdf – Alternative Formats
How to cite work from the library:   How to cite work from the library.docx  How to cite work from the library.docx – Alternative Formats
This link helps with APA format:  https://owl.purdue.edu/owl/research_and_citation/apa_style/apa_formatting_and_style_guide/general_format.html
Graded Activity:
Click on Getting Started to review the requirements for the writing project.  Then click the title link above labeled “Week 1 Writing Project – Part 1” to upload part 1 of the writing project.

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