Event Description

Learn how to build and defend well-supported tax positions while minimizing exposure to penalties and preparer risk. This course focuses on effective tax research techniques and documentation practices that withstand scrutiny and support ethical, defensible client advice.

Objectives

High-value flagship course (expanded objectives below). Identify high-risk positions, documentation requirements, and audit triggers; strengthen workpaper support. Use checklists and review steps to reduce errors in entity and individual workflows. Evaluate fact patterns to select treatment, elections, and documentation steps. Evaluate fact patterns to select treatment, elections, and documentation steps.