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Improve Your Tax Writing Skills

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.

Runtime: 103 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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
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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on February 12, 2018.

Call 1-866-352-9540 for further credit information.

  • AL CPE
     
  • This course is acceptable for 2.0 live credit hour(s) through the Alabama State Board of Public Accountancy.
     

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Diane Orlich Kuhlmann, Ph.D.

Diane Orlich Kuhlmann, Ph.D.

DePaul University

  • Assistant director Master of Taxation program and instructor, DePaul University, Chicago, Illinois
  • Teaches undergraduate and graduate tax courses, including introductory business entity taxation, comparative tax systems, and tax writing skills
  • Past director of tax education at RSM, where she developed a writing program for tax professionals
  • Ph.D., M.B.A. and M.B.T. (Master of Business Taxation) degrees, University of Minnesota
  • Can be contacted at [email protected]
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 401918
Published 2018
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