POWER POINT*****

John transfers investment securities worth $200,000 with a tax basis of $130,000 to a trust, naming himself as trustee. The terms of the trust agreement require the trustee to pay all dividends and interest to John’s brother, Dale. John has the right to revoke the trust at any time and take back title to the securities. During the trust’s first year, John, as trustee, distributes $20,000 in dividends and $10,000 interest from the securities to Dale. In a PowerPoint presentation, explain to John and Dale the special rules that apply to trusts where the creator (grantor) of the trust retains certain rights. Respond using Microsoft PowerPoint and submit to the Unit 6: Final Dropbox. View the rubric below for grading details.

POWER POINT***** John transfers investment securities worth $200,000 with a tax basis of $130,000 to a trust, naming himself as trustee. The terms of the trust agreement require the trustee to pay all
AC561 : Taxation of Estates and Trusts Unit 6 Final Part 2 Unit 6 Final Part 2 : Details and Rubric In the second part of the final project, you will create a PowerPoint presentation of 8 -10 slides to the audience in the following scenario. Please submit just one PowerPoint file, and remember to review the related sections of the tax code, including publications 990 and 990 -PF. Scenario: John transfers investment securities worth $200,000 with a tax basis of $130,000 to a trust, naming himself as trustee. The terms of the trust agreement require the trustee to pay all dividends and interest to John’s brother, Dale. John has the right to revoke the trust at any time and take back title to the securities. During the trust’s first year, John, as trustee, distributes $20,000 in dividends and $10,000 interest fro m the securities to Dale. In a PowerPoint presentation, explain to John and Dale the special rules that apply to trusts where the creator (grantor) of the trust retains certain rights. Respond using Microsoft PowerPoint and submit to the Unit 6: Final Dr opbox. View the rubric below for grading details. Final Submission Requirements: Response must adhere to the following formatting guidelines: Microsoft PowerPoint document or appropriate reporting application specified in the assignment , APA in -text citat ions, and an APA reference list. Important Note: Re sponses to assignments should be the original work of the student. Responses must adhere to the University‚Äôs academic integrity requirements. Unit 6 Final Part 2 : 85 points Assignment Criteria Points Possible Points Earned Content and Focus Includes the main elements, computations, and the question requirements. 40 Analysis and Critical Thinking Provides an excellent in -depth analysis that demonstrates a complete understanding of tax concepts; all related tax concepts are correctly applied. 30 Organization and Presentation Demonstrates excellent college -level organization and style for tax accounting reporting; presents work in Microsoft PowerPoint, showing all necessary formulas, computations, and steps whenever applicable. 15 Total for Assignment 85uestion1}

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