Tax Practitioner Intelligence
Issues & Archive
Watch, listen, read, and revisit the growing Tax Practitioner Intelligence series.
Latest issue
TPI #3 — Try to Prove Yourself Wrong
Challenge the initial conclusion by deliberately looking for contrary facts, exceptions, adverse authority, later authority, and anything else that could change the answer.
TPI #3
Try to Prove Yourself Wrong
Finding support for a tax position is only half the work. What authority — or what fact — could prove you wrong?
Watch · Listen · Read · Resources → TPI #2The Client’s Label Is Not the Tax Answer
A five-question practitioner test for separating the client’s shorthand description from the facts that actually control the tax analysis.
Watch · Listen · Read · Resources → TPI #1Tax Preparation Isn’t Tax Planning
Tax preparation records what happened. Tax planning begins by recognizing what deserves a closer look and asking what should happen next.
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