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Tax Innovation Center
Product Idea Submission Form
Submit to: "US TAXBOT PRODUCTS" Outlook mailbox.
From (Idea Submitter): Lany Manth, Andrew Atkin, Douglas Duncan, and Robert Huber
Office: Los Angeles
Suggested idea name/brief description: S-Corporation Charitable Contribution and Estate Planning Strategy ("S-CAEPS")
Date submitted: January 31, 2000
Check primary product group: X Federal _ PFP _ SALT _ IES _ IS
Identify other affected product groups: PFP
This Product Idea Submission Form is designed to assist in technical and market screening and prioritizing the development of new product ideas. The submitter may need to spend 3 to 8 hours of due diligence on a new idea before submitting this form.
1. Please explain the idea in detail, including how client savings are achieved:
See Attached Memo
2. What do you believe are the tax, business, and financial statement benefits of the idea (please list using bullets):
* Tax Elimination, conversion, and deferral
* Enhanced cash flow
* Philanthropic benefits
3. Please list the trans.action steps (if applicable):
See Attached Memo
4. Please include/attach a schematic of the idea (if applicable):
N/A
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