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Tax – Individual

Week 2 Assignment

Complete the following exercises from your textbook:

  • Chapter 4- Computational Exercises 20, 22
  • Chapter 4- Problems 27 and 54
  • Chapter 5- Problems 27,30, 45

Write a three page paper. APA formatting is required, which includes a cover page, abstract, the actual paper, and a reference page. The cover page, abstract, and references do not count toward the three page requirement. Please provide two outside sources in your research. These are to be cited using the APA formatting guidelines. In this research paper, please address each of the following questions.

  • Discuss the details of the capital gains tax.
  • Provide an example of capital gains and discuss the different tax consequences in regarding to buying and selling stocks of a corporation on a stock exchange
  • Provide an example of capital gains and discuss the difference tax consequences in regards to buying and selling real-estate.
  • How should this information be included in a comprehensive financial plan for an individual’s investment strategies?

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