Overview
Ask the right questions
Finding the right answer to a tax question starts with asking the most important questions, which are rarely the most obvious ones.
Learn to examine a unique set of facts in light of the tax law so that you can develop those precise questions that help your clients understand their options.
Learn to identify and phrase critical tax questions as you structure your searches and formulate the questions to make your research more effective.
Client-specific
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.
Prerequisites
None
Objectives
- 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.
Highlights
The elusive nature of tax questions
Assessing and applying authority
External communications
Research methodology for tax planning comprehensive examples
