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Kim and Jonathan: An Individual Tax Planning Case

Mitchell Franklin

BRC Journal of Advances in Education

Volume 3

Number 1

Print ISSN: 2152-8810 Online ISSN: 2152-8829

Date: March 15, 2018

First Page 77

Last Page 91

DOI: http://dx.doi.org/10.15239/j.brcadvje.2018.03.01.ja06


The Tax planning case of Kim and Jonathan demonstrates the steps to be taken in the tax research process. These steps are illustrated through tax research to address basic commonly asked questions of individuals as part of standard tax planning. Students are exposed to common individual tax issues such as income inclusion and the deductibility of commonly occurring expenses. This case also requires students in the beginning individual taxation course to communicate research findings in professional form and recognize the different sources of authority utilized in tax research using professional tax research software such as RIA Checkpoint or CCH.

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