Tax Research II - Tax Staff Essentials
Learn how to efficiently and effectively solve tax issues for your clients by learning how to ask better tax questions.
NASBA Field of Study
Ronald G. Worsham Jr., Troy Lewis
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Ask the right questions
Understand how to examine a unique set of facts in light of general rules of tax law and develop the most important questions are by no means obvious. Learn to identify and phrase critical tax questions as you structure your searches and formulate the questions to make your research more effective.
Understand how to analyze your client's situation and place in the context of previous cases through research. Learn how to talk with clients about your findings in their cases.
Who Will Benefit
- Tax staff (firm or in-house)
- The elusive nature of tax questions
- Assessing and applying authority
- External communications
- Research methodology for tax planning — comprehensive examples
- 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.
Group ordering for your team
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