Effective Writing 10th Edition by Claire May,Gordon May

تمرين 4

Jennifer Davies, one of your tax clients, is contemplating making the following gifts: $25,000 to her church, $30,000 to each of her two grandchildren, $10,000 to her sister, and $15,000 to the local symphony orchestra. Ms. Davies has asked your firm what the tax consequences of these gifts will be to her and her husband. Among the issues you will want to discuss is the possibility of splitting some or all of the gifts with her husband. Ms. Davies is already aware of the term "gift splitting" because one of her friends has mentioned it to her. However, she does not understand how it works or whether it may be advantageous to her. She has also asked why she can't simply treat the gifts as "charitable contributions."
Write a letter to Ms. Davies replying to her inquiry. Invent any information you feel is necessary to make your letter complete.