Tax Research II - Tax Staff Essentials

Overview

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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.

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.

Highlights

Key Topics

• The elusive nature of tax questions
• Assessing and applying authority
• External communications
• Research methodology for tax planning - comprehensive examples

Prerequisites

None

Designed For

Who Will Benefit

• Tax staff (firm or in-house)

Objectives

Learning Outcomes

• 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.