Learn to communicate more effectively and polish your tax writing skills.
Much of the high-value work performed by tax professionals results in some type of a written document – from a very formal tax research memorandum to a more casual email. 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. Next, we will explore how to communicate technical information in non-technical terms by modifying the content of the tax memo into a letter to your client. Finally, we will look at the most common communication – email. This material will also include tips and tricks to polish your writing and will address practical writing concerns of the tax professional.
Learning Objectives
- You will be able to define the elements of a tax memorandum.
- You will be able to describe the iterative process of tax research and tax writing.
- You will be able to recognize common errors in grammar and sentence construction.
- You will be able to review your written tax document to ensure it is written appropriately for the intended audience.
Credit
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Why Lorman?
Over 34 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 | |
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Writing the Standard Tax Memorandum | |
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Writing the Client Letter | |
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Emails | |
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Polishing Your Writing | |
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Credit
More Program Information
Why Lorman?
Over 34 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
Live Webinar Registration
CPE 2.0 including Communications and Marketing 2
- Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.0 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Communications and Marketing for 2.0 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.
Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
Who should attend?
This live webinar is designed for accountants, CPAs, CFOs, tax managers and preparers, bookkeepers, presidents, vice presidents, directors, and controllers.
Credit
More Program Information
Why Lorman?
Over 34 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.
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. degrees, University of Minnesota
- Can be contacted at [email protected]
Credit
More Program Information
Why Lorman?
Over 34 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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