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.
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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
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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.
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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.
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]
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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.
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