How to Build Strong Client Communication Skills for Tax Practice (Completed)

Date: Friday, June 18, 2021
Instructor: Jennifer Kowal
Begin Time:  9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time
CPE Credit:  2 hours for CPAs

Without the ability to explain complicated rules and alternatives in clear, understandable ways, even the best technical tax experts struggle for success in tax practice. Clients want tax advisors who understand their business goals, problem solve to help them reach those business goals in a tax efficient manner, and communicate the pros and cons of various alternatives in a way that helps decision making. This webinar teaches the fundamentals of written and oral client communication in tax practice.

Topics Covered

  • Elements of strong client communication
  • How to avoid getting caught up in too much technical detail
  • How to frame tax analysis as client's choice by presenting alternatives, while keeping business goals in mind
  • Fundamentals of written and oral client communication in tax practice

Learning Objectives

  • List essential elements of strong client communication in tax practice
  • Describe how to avoid getting caught up in too much technical detail, while still maintaining nuanced analysis
  • Recognize how to explain how to frame tax analysis as client's choice by presenting alternatives, while keeping business goals in mind

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Communications & Marketing (2 hours)

Program Prerequisites
None

Advance Preparation
None

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