Research - Analysing, Interpreting and Applying Tax Rules

Objectives

• Understand the different stages of the tax research process and what ‘good’ looks like
• Learn ways to interpret and apply tax rules to your clients’ circumstances
• Become better at documenting your conclusions for file

Key Topics

• Bird’s Eye View of the Tax Research Process (internal note – for people who didn’t attend previous session or as a recap)
• Interpreting tax rules (with a focus on tax legislation)
• Advice for documenting your conclusions

Who Should Attend 

• Tax advisors at any stage of their career but particularly prior to being manager (so tax juniors, assistants, seniors, assistant managers, and managers)

• Accountants that aren’t tax specialists but provide tax support/advice

• Solo or small accountancy practices without designated tax experts