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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.

Learning Objectives

  • You will be able to recognize the reasons why Tax Professionals need to effectively write a standard Tax Memorandum.
  • You will be able to identify the standard sections of a standard Tax Memorandum.
  • You will be able to recognize the pertinent sections of a Client letter.
  • You will be able to differentiate between primary and secondary sources on which to base tax research conclusions

Runtime: 103 minutes
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Why Lorman?

Over 33 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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Why Lorman?

Over 33 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 Course

This course was last revised on October 10, 2018.

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

  • CPE/NASBA - QAS Self Study 2.0 including Communications and Marketing 2
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a QAS Self Study 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: QAS Self Study. Please refer to the information in this advertisement 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.
     
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Why Lorman?

Over 33 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 33 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.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
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  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 405048
Published 2018
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