The Teaching Notes include two key components. The first is the Teacher Handouts (see the link to the downloadable Supplemental Materials in Appendix A). These are the documents that will be provided to the students based upon their requests. The second component is the recommended solution based upon all the information provided in the Teacher Handouts.
At a global level, the students have two tasks. First, they need to obtain the information they need for this engagement by requesting the Teacher Handouts. The cues they need to make these requests will be found in the 2010 personal tax return and Exhibits 1 and 2 in the Case. Second, once they have the information they need to use it appropriately to prepare their proposed solutions.
Some instructors may be concerned that their students will not possess the requisite tax knowledge to successfully complete the case requirements. Teaching Supplement 9502 (TH9502), Tax...
