This guide is for ACCT 614 Week 5 Case Study 3, start to submission. The third 1-page tax case study with CCH IntelliConnect sources.
ACCT 614 is Estate, Trust, and Gift Taxation, 3 credit hours, in Liberty University's MS in Accounting. Canvas and the course guide file print the code as ACCT614; it is the same course.
| Course | ACCT 614 Estate, Trust, and Gift Taxation |
|---|---|
| Module/Week | 5 |
| Points | 75 points |
| Length | 1 page |
| Sources | At least 2 sources from CCH IntelliConnect, in addition to the course textbooks and the Bible |
| Faith integration | Not required by the guide |
| Format | Current APA with title page, running head and reference list |
What ACCT 614 Week 5 Case Study 3 asks for
Case Study 3 is due in Module/Week 5 with Hoffman chapters 5 and 6. Same requirements as the earlier case studies. Worth 75 points.
Where it fits in ACCT 614
In the published schedule, Case Study 3 is one of 9 graded written assignments in ACCT 614. It follows Week 4 Case Study 2 and comes before Week 6 Tax Return 2.
How ACCT 614 Week 5 Case Study 3 is graded
Liberty grades Case Study 3 with the rubric attached to the assignment in Canvas, worth 75 points in the published guide. That is about 7% of the course's 1,010 points. Open the rubric before you draft and read across each row: the top column describes what full credit looks like, and the gap between columns tells you what costs points.
Course grades in ACCT 614 use Liberty's point scale: an A is 940 to 1010 points of the course total. Missing the length or source minimum usually costs points on several rows at once, which is why the checklist below starts with them.
Timing in the published guide: Module/Week 1 begins on Monday and ends at 11:59 p.m. (ET) on Friday. Modules/Weeks 2-8 begin on Saturday and end at 11:59 p.m. (ET) on Friday. Check the due dates in your Canvas section, which govern.
The ACCT 614 Week 5 method, step by step
Read the case for facts, not impressions
Read the case in Case Study 3 and list the facts that matter: who is involved, what happened, what constraints exist. Separate facts from assumptions before analyzing anything.
Name the central problem
State the main problem in one sentence. Many cases contain several issues; the strongest answers say which one drives the rest.
Apply the course framework
Bring the course material to the case: the framework, theory or principle the week covers, applied explicitly to the facts you listed.
Weigh the options
Compare alternatives before recommending one. Each option needs its advantage and its risk stated in the terms of the case.
Recommend and justify
Make a clear recommendation supported by sources (At least 2 sources from CCH IntelliConnect, in addition to the course textbooks and the Bible), with the first steps of implementation.
Answer every question asked
Check the case questions one last time. Each one needs a direct answer, clearly labeled, within 1 page.
Use the issue, rule, application and conclusion structure, one short paragraph each, and quote the controlling Code language in the rule paragraph. With only one page, cut background and keep every sentence on the question asked.
A structure for ACCT 614 Week 5 Case Study 3
Word targets are planning numbers for about 800 words of body text, set by the length in the guide; the rubric decides where to spend more.
| Section | What it must do | Target |
|---|---|---|
| Issue | The tax question. | ~160 words |
| Rule | Code section and authority. | ~240 words |
| Application | Applied to the facts. | ~270 words |
| Conclusion | The answer. | ~130 words |
A topic angle that works
These chapters include deductions and credits against the estate tax. If the case involves a surviving spouse, address the marital deduction and portability of the unused exemption.
Model paragraph with notes
An original paragraph written by our desk to show the register that earns full rubric credit. It is study material: learn the moves, then write your own.
Everything passing outright to the surviving spouse qualifies for the unlimited marital deduction under Section 2056, so no estate tax is due at the first death.1 The executor should still file Form 706 to elect portability, which transfers the deceased spouse's unused exemption to the survivor; without the election, that exemption is lost.2
- Applies the marital deduction.
- Flags portability.
- A practical recommendation.
Mistakes that cost points on ACCT 614 Week 5
- Skipping portability.
- Over one page.
- Missing sources.
Checklist before you submit
- Length: 1 page
- Sources: At least 2 sources from CCH IntelliConnect, in addition to the course textbooks and the Bible
- Every case question answered under its own heading
- A clear recommendation with its justification
- Each rubric row read against the section that answers it
Questions students ask
When is ACCT 614 Case Study 3 due?
In Module/Week 5.
How many points is ACCT 614 Week 5 Case Study 3 worth?
75 points in Liberty's published course guide for ACCT 614, out of a course total of 1,010 points (about 7% of the grade). The rubric attached to the assignment in Canvas shows how those points are divided.
Is ACCT 614 Week 5 the same in every section of ACCT 614?
This guide follows Liberty's published course guide for ACCT 614. Liberty notes that course content can change from term to term, so if your Canvas section shows different instructions, a different week or different points, follow Canvas and your instructor.
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