Improve Your Tax Writing Skills

Lorman Education Services
Training overview
Professional Course
Webinar
1.5 hours
From 219 USD
Start dates
Online
219 USD
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Course description

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.

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Who should attend?

This live webinar is designed for

  • Accountants
  • CPAs
  • CFOs
  • tax managers and preparers
  • bookkeepers
  • presidents and 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 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

Costs

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

Certification / Credits

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.

About Lorman Education Services

Lorman Education Services - Live and On-Demand Courses

Lorman Education Services is a leading provider of online professional development and corporate training for organizations and individual professionals. For more than 30 years, Lorman has delivered relevant, high-quality, professional-level courses that cover a broad range of business and technical...


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Lorman Education Services

Lorman Education Services
2510 Alpine Road
54702 Eau Claire Wisconsin

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