Tax Planning Reports - Problem Areas & Further Issues

Introduction

Ideal for those who have attended Russell Cockburn’s full day introductory session Practical Tax Planning - How to Create & Write Tax Planning Reports, this new virtual classroom seminar will build on the topic areas covered and provide 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
• Addressing sensitive areas
• Conflicts between in-house and personal style issues
• Personalising the report and addressing the client

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.