As a member of the staff (CLC) team assigned to work with Dave you are assigned the individual task

(1) Case Study C ( due on or before 07/14/15)As a member of the staff (CLC) team assigned to work with Dave you are assigned the individual task of developing a summary of the legal restrictions placed on the client, the areas of tax planning that should provide the taxpayer with the services needed, and what sources of tax law should be used by the staff team.Dave has informed the tax partner-in-charge that he plans to bring his wife, children, brother and sister into the operation and ownership of his businesses. He expresses a desire to begin at the end of the current tax year to make gifts to his children of cash and ownership interests.You are to work independently of the CLC Team but use the CLC report being developed for Module Five with the anticipation that your work will be merged with that of other staff members.(2) Case Study Report D ( due on 07/18/15)The tax partner-in-charge provides additional information regarding Taxpayer Dave and his family-owned businesses. A grandchild has now entered the business after completion of his college studies. He recently married a citizen of another country.Dave needs advice as to how this new family layer will affect the tax situation of the family-owned and -operated businesses. He also wants to know if there are any tax issues related to relocating some of his business efforts to another country, operating in multiple countries, or operating a business independently in another country. The tax partner-in-charge believes that Dave plans to turn over some of the business operations to his grandchild, who has expressed a desire to live in another country.The staff team (CLC team) is now assigned the task of developing a recommendation summary of these issues and what is the best organizational structure for Dave and his family.(3) PowerPoint Presentation.Dave, as the senior family member-owner of a variety of businesses, has requested from the tax partner-in-charge a presentation and summary of the issues and recommendations provided to him. He would like this in a PowerPoint slide presentation to be used at a family-business retreat being planned to review the businesses owned and operated by the expanding family. Of specific interest to family members is the strategic tax planning issues faced by the family.Details:Develop a 10-15 PowerPoint presentation that presents the issues and strategies pertaining to the business and the taxpayers associated with the business scenario.

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