Advisory Skills: How to Provide Excellent Tax Advice

OBJECTIVES

Learn the features/hallmarks that must be present in your advice for it to be high quality.

Appreciate what is good tax advice from the client’s perspective.

The different means for providing advice.

KEY TOPICS

• Overview of the steps to provide high-quality tax advice
• Hallmarks/features of high-quality tax advice
• Different means for providing advice and when each is appropriate

WHO SHOULD ATTEND

General practitioners who do or may provide tax advice. Anyone who works in tax roles – particularly if starting or wanting to get more involved in advisory work.