Tax Lab 2 - 5/11/25 - Tax Advice
Автор: Jack Bonehill Tax
Загружено: 2025-11-05
Просмотров: 233
Описание:
Sign up to the Tax Lab: https://www.thetaxprofessionalspodcas...
Tax Advice Masterclass: https://www.thetaxprofessionalspodcas...
Topic:
Tax advisory skills.
Purpose:
To help you provide better tax advice by using simpler, plain English language so that clients understand and value you more.
Scenario:
A tax advisor, advising in the personal tax space, had drafted advice to go to their client.
Their client was considering selling some property from the business, and wanted options as well as tax consequences.
I ran through the draft tax advice, providing my comments and feedback to improve the advice – most of which was to do with using simpler language and removing unnecessary clutter.
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