If you have not yet read the Gregory v. Helvering case, please do so before continuing with this task
WVT2 TASK 3
ADVANCED TAX CONCEPTS — C239
PERFORMANCE ASSESSMENT — WVT2
COMPETENCIES
3028.1.1 Tax Planning
The graduate applies knowledge of tax laws for planning and compliance purposes.
3028.1.3 Tax Research and Communication
The graduate utilizes tax research to interpret and evaluate recent developments in tax concepts.
INTRODUCTION
A tax advisor’s goal is to help clients avoid taxes as much as they can within the bounds of the law but to take precautions to not cross the line into tax evasion.
Note: If you have not yet read the Gregory v. Helvering case, please do so before continuing with this task.
REQUIREMENTS
Your submission must be your original work. No more than a combined total of 30% of the submission and
no more than a 10% match to any one individual source can be directly quoted or closely paraphrased
from sources, even if cited correctly. An originality report is provided when you submit your task that can
be used as a guide.
You must use the rubric to direct the creation of your submission because it provides detailed criteria that
will be used to evaluate your work. Each requirement below may be evaluated by more than one rubric
aspect. The rubric aspect titles may contain hyperlinks to relevant portions of the course.
Using the provided list of cases that cite the Gregory case or other primary sources you may find in your
research, please do the following:
A. Write an essay (suggested length of 8–10 pages) in which you do the following:
1. Compare the differences between tax avoidance and tax evasion, using cases from the “Cases
Citing Gregory” attachment or other primary sources.
a. Discuss two examples of tax avoidance using at least two cases from the “Cases Citing Gregory”
attachment or other primary sources.
b. Discuss two examples of tax evasion using at least two cases from the “Cases Citing Gregory”
WGU Performance Assessment 2/5/19, 12(09 PM
https://tasks.wgu.edu/student/000541642/course/7060001/task/9bdf6b12-7607-4c15-b9ea-b8a0e121b86d/overview Page 2 of 6
attachment or other primary sources.
c. Provide a reference list for all sources you used, including the following:
i. the citation of each source in APA format
ii. a one-paragraph summary of each source
B. Discuss whether tax liability minimization falls under tax avoidance or tax evasion.
1. Discuss two examples from the cases in the “Cases Citing Gregory” attachment or other primary
sources to support your discussion in part B.
C. When you use sources, include all in-text citations and references in APA format.
RUBRIC
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