Improve Your Tax Writing Skills

Lorman Education Services
Training overview
1.5 hours

Improve Your Tax Writing Skills

Improve Your Tax Writing Skills

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. In this session, 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 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.

  • Who should attend?

    This live webinar is designed for accountants, CPAs, CFOs, tax managers and preparers, bookkeepers, presidents, vice presidents, directors and controllers.

    Training Content

    • Building the Case: Why Tax Professionals Need to Write Effectively
    • Communicating Your Results
    • Good Writing" Is "Good Thinking"
    • Increasing the Value ($$$) of Your WorkWriting 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 AlternativesWriting the Client Letter and Other Tax Communication
    • Know Your Audience
    • You Recommend, but the Client Decides
    • Essentials of the Client LetterPolishing Your Writing
    • Grammar
    • Construction
    • Vocabulary
    • Proofreading


    The cost of this Improve Your Tax Writing Skills live webinar is $219 per participant.

    Provider: Lorman Education Services

    Lorman Education Services

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    Lorman Education Services

    Lorman Education Services
    2510 Alpine Road
    54702 Eau Claire Wisconsin

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