BUS525 – Advanced Topics in Taxes

Overview:
Ms. James owns an insurance policy on her life. The policy has a cash surrender value
(csv) and the insurance company allows its customers to borrow against the available
(csv). To date, $20,000 in premiums have been pad and the policy has a cash
surrender value of $55,000. To pay for an unexpected obligation, she had to borrow
$55,000 from the insurance company. She is now considering canceling the policy. She
would like to know what obligations she has to the insurance company and what are the
possible federal tax consequences of these events. Summarize your findings in a
research memo.
Instructions:
Prepare a 1-2 page research paper directed at your clients fully explaining the results of
your research/planning into their tax situation. Please back up your conclusion with
appropriate tax references.
Requirements:
1-2 page memo.
Be sure to read the criteria below by which your work will be evaluated before
you write and again after you write.
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ALL RIGHTS RESERVED
Evaluation Rubric for Assignments
Criteria Exemplary Proficient Development
Needed Deficient
(25 points) (23 – 24 points) (17 – 22 points) (0 – 16 points)
Defining the
problem
States problem
clearly and
identifies
underlying
issues.
Adequately
defines the
problem
Fails to identify
the problem
adequately.
Does not identify
the problem
(25 points) (23 – 24 points) (17 – 22 points) (0 – 16 points)
Solving the
Problem
Solves the
problem
correctly and
offers alternative
solutions, as
necessary.
Solves the
problem with
some errors and
fails to provide
alternatives, as
necessary.
Does not derive
a logical solution
to the problem.
Does not reach
a conclusion
(25 points) (23 – 24 points) (17 – 22 points) (0 – 16 points)
Interpreting the
Findings
Provides a
logical
interpretation of
the findings
Provides an
adequate
interpretation of
the findings.
Provides an
inadequate
interpretation of
the findings.
Does not
provide an
interpretation of
the findings.
(25 points) (23 – 24 points) (17 – 22 points) (0 – 16 points)
Organizing
written
communication
Writes clearly
using concise
language and
almost entirely
free from
spelling errors.
As applicable in
the assignment,
all sources are
properly cited
and observes
APA format
Writes clearly
with some
grammatical,
and spelling
errors but
doesn’t impede
understanding.
As applicable in
the assignment,
most sources
are properly
cited and
observes APA
format
Does not write
clearly with
numerous
grammatical and
spelling errors.
As applicable in
the assignment,
sources are not
cited or are cited
incorrectly and
inconsistent in
observing APA
format.
Does not write
clearly with
unacceptable
grammatical and
spelling errors.
As applicable in
the assignment,
sources are not
cited and does
not observe APA
format.

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