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Your managing director asks if you can participate in a seminar that the firm is doing on tax efficient financial planning. He would like you to send him, in memo form, the various types of vehicles that can be used by clients to reduce the various kinds if taxation.

Prepare a memo to the managing director that explains the different vehicles available that can be used for each of the following:

Minimize income tax
Minimize capital gains tax
Minimize estate tax

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Solution Summary

Your managing director asks if you can participate in a seminar that the firm is doing on tax efficient financial planning. He would like you to send him, in memo form, the various types of vehicles that can be used by clients to reduce the various kinds if taxation.

Prepare a memo to the managing director that explains the different vehicles available that can be used for each of the following:

Minimize income tax
Minimize capital gains tax
Minimize estate tax

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Your managing director asks if you can participate in a seminar that the firm is doing on tax efficient financial planning. He would like you to send him, in memo form, the various types of vehicles that can be used by clients to reduce the various kinds if taxation.

Prepare a memo to the managing director that explains the different vehicles available that can be used for each of the following:

Minimize income tax
Minimize capital gains tax
Minimize estate tax

You can put this in memo form, but here's what I would say ...

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