Available in:

OnDemand Course

Improve Your Tax Writing Skills

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.

98 minutes
Course Exam
Certificate of Completion
Purchase Options

Add to Wishlist

More Program Information

Why Lorman?

Over 37 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
  • Conclusion - Answer the Question Posed in the Issue
  • Analysis - Documenting the Logic in Your Conclusion

Writing the Client Letter

  • Know Your Audience
  • You Recommend, but the Client Decides
  • Essentials of the Client Letter

Emails

  • Who Really Needs This Information?
  • Keep It Short
  • Your Readers' Friends: The Subject Line and Formatting

Polishing Your Writing

  • Grammar
  • Sentence Construction
  • Vocabulary
  • Proofreading
Purchase Options

Add to Wishlist

More Program Information

Why Lorman?

Over 37 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 April 26, 2021.

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

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

Purchase Options

Add to Wishlist

More Program Information

Why Lorman?

Over 37 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. degrees, University of Minnesota
  • Can be contacted at [email protected]
Purchase Options

Add to Wishlist

More Program Information

Why Lorman?

Over 37 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

All of your training, right here at Lorman.

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

  • OnDemand Courses
  • Live Webinars
  • MP3 Downloads
  • Course Manuals
  • Executive Reports
  • White Papers and Articles

Additional benefits include:

  • State Specific Credit Tracker
  • All-Access Pass Course Concierge

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

Sign Up Today
With This Course

Access to all training products for one year
$699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.

Product ID: 408350
Published 2021
Purchase Options

Available in Multiple Formats

Purchase this course and learn on your schedule!