During the current year, the Jordan family trust, an inter vivos trust, has business income of $220,000. Of this amount, $50,000 is retained in the trust with a joint election….
How do these and other factors differ for each of the groups listed?
As a way of enhancing your awareness of different groups to which your reports might be targeted, read the following list and list some of the considerations to keep in mind when preparing a report for each of them. You might contemplate the readers’ level of training or knowledge, how much time they have, and the style of reports they are accustomed to reading. How do these and other factors differ for each of the groups listed?
• The client
• Family members of the client
• Insurance companies
• Clinical psychologists
• Social workers
• Professional journals
• Others for whom you might write.