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Sponsored by Lorman Education
Product ID: 405048EAU
 
Credit & Course Provided by:

Improve Your Tax Writing Skills

OnDemand Webinar (102 minutes)

Learn to communicate more effectively and polish your tax writing skills.Tax professionals conduct research and perform sophisticated analysis of tax issues. The results of this research and analysis are communicated in some type of written document: a client letter, a tax memorandum, or a formal communication to a tax authority (such as the Internal Revenue Service). However, many tax professionals do not write effectively; and, this inability to write well may diminish the perceived value of their research and analysis. The good news is that good writing is not innate, but is a learned skill. A key objective of this topic is to demystify the writing process for tax professionals. You will examine how to incorporate the results of your tax research into a standard tax memorandum. We will explore how to modify the content of the tax memo into a letter to your client. The content will also include tips and tricks to polish your writing. This topic is designed to address practical writing concerns of the tax professional.

Authors

Diane Orlich Kuhlmann, Ph.D., DePaul University

Agenda

Building the Case: Why Tax Professionals Need to Write Effectively

• Communicating Your Results

• Good Writing" Is "Good Thinking"

• Increasing the Value ($$$) of Your Work

Writing the Standard Tax Memorandum

• Facts-the Foundation of Your Memo

• Issues-the Focus of Your Research

• Analysis-Documenting the Logic in Your Recommendation

• Conclusion-Recommendation, Risks and Alternatives

Writing the Client Letter and Other Tax Communication

• Know Your Audience

• You Recommend, but the Client Decides

• Essentials of the Client Letter

Polishing Your Writing

• Grammar

• Construction

• Vocabulary

• Proofreading