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Choose a client or yourself. For confidentiality purposes, use a
fictitious name.
Prepare a personal budget, balance sheet, and cash flow
statement.
Write a memo that includes the following:
A summary of the facts, including ages of the client, spouse,
and dependents; educational background; income status of
client and spouse; and two major concerns and goals.
Summary of key items and findings from the personal
budget, balance sheet, and cash flow statement.
Recommendations and support for improving the financial
situation
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ACC 547 Week 2 Individual Assignment Week Two
Problem Set 72 , 49 (Ch 2), 40 (Ch 3) 41 (Ch 4)
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ACC 547 Week 2 Individual Assignment Week Two Problem Set
Complete the following problems located in Taxation of
Individuals and Business Entities:
Problem 72 (Ch. 2)
Problem 49 (Ch. 3)
Comprehensive Problems 40 & 41 (Ch. 4)
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ACC 547 Week 2 Problem Set I5-67, I5-61