These Teaching Notes provide solutions to all requirements of Parts 1, 2, and 3 of the case. It additionally highlights common mistakes that we have observed from students as well as various options for instructors to consider when implementing the case. At the end of these Teaching Notes, we include two Appendices (Appendices A and B), which contain an optional grading rubric for the case as well as an alternative client scenario and solutions using the married filing jointly (MJF) filing status. These Teaching Notes are also accompanied by six spreadsheets (see Appendix C for a listing of the spreadsheets and hyperlinks). The first two spreadsheets are templates for students to use to start Part 2 of the case for the Single and MFJ scenarios. The remaining four spreadsheets are the Part 2 spreadsheet solutions for Single and MFJ taxpayers for tax years 2018 and 2019. Instructors should inform...

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