Description
Learn how to efficiently and effectively solve tax issues for your clients by learning how to ask better tax questions.
Designed For
- Tax staff (firm or in-house)
Objectives
- Identify the appropriate authority for tax problems.
- Identify the evidence you gather regarding your client's tax situation.
- Distinguish the facts from other cases to reach a conclusion about your client's case.
- Identify specific ways to communicate your findings to your client.
- Recall the research methodology that is appropriate to tax planning.
Highlights
- The elusive nature of tax questions
- Assessing and applying authority
- External communications
- Research methodology for tax planning - comprehensive examples