Tax Planning Reports - Problem Areas & Further Issues

Introduction

This new virtual classroom seminar will explore the key problem areas when writing tax planning reports for clients and will offer top tips on how to resolve any issues that arise.

It is ideal for those who have attended Russell Cockburn’s full day introductory session Practical Tax Planning - How to Create & Write Tax Planning Reports and who would like to build on this content with additional detail, further commentary and extended guidance.

What You Will Learn

This live and interactive session will cover the following:

• Style and writing pointers
• Problem areas and dealing with difficult subjects
• Addressing technical matters and guiding the client
• Computations and explaining figures to the client
• Including statute and case law and references
• Dealing with difficult client relationship issues

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.