FREE WEBINAR: Effective Tax Research for Tax Strategy Preparation
May 23rd, 2024
Designing tax plans can be tricky – especially when trying to line up your clients’ unique (and sometimes wacky) circumstances with the black-and-white of the law. This session is all about learning how to interpret and document your research findings. We’ll cover the hierarchy of authoritative guidance, which interpretations can be relied upon, and how to protect your recommendations (and your client) during an examination.