The Art of Writing Tax Advice

Writing tax advice? Don’t get stuck in the weeds. Join tax professional Matthew Hardy as he walks you through a real-life case study and show you how to: Identify issues in client scenarios Do effective tax research Structure and draft professional advice Watch now and discover how to write effective tax advice. 00:00 Introduction and Agenda 04:25 Writing tax advice – Described in 21st century meme 08:54 Writing Tax Advice 14:31 The case study: Mr X’s CGT conundrum​ 16:53 The 7-Step Process to Writing Tax Advice 21:11 Quoting and Fact Finding 36:53 Research of key issues & concluding on the answer ​ 44:04 Legislation and Interpretation​ 47:12 CGT Discount and Non-Residents 55:01 Preliminary Conclusions 01:04:10 The Write-up: Suggestions for writing styles & formats 01:08:43 Understanding Writing Styles: A Test of Which Is Better and Why 01:19:47 Client Debrief and Possible Rework 01:23:27 Q&A and Conclusion For unlimited access to engaging tax training for accountants, head to www.taxnuggetsacademy.com.au.