How to Build Strong Client Communication Skills for Tax Practice
Author: Jennifer Kowal
| 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.
Publication Date: June 2021
Topics Covered
- Elements of strong client communication
- Fundamentals of written and oral client communication in tax practice — starting with research process
- 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
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
- Recognize correct statements regarding effective client tax communication
- Describe a primary source of law
- Recognize which confidence level reflects a 40% likelihood that a position will be upheld on its merits
- Recognize correct statements regarding formailty
- Identify which section of a tax memo should include an explanation of how the rule is applied in a factual context
- Recognize correct statements about keeping the client's goals in mind
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Communications & Marketing (2 hours)
Program Prerequisites
None
Advance Preparation
None
