For each of the following actions, indicate in which of the six steps (1 through 6) of the tax research process the action would occur.
a. Discuss the details of the transaction with the client, to ascertain the client’s motivation.
b. Obtain additional information from the client, to clarify details of the facts.
c. Write a letter to the client detailing the research conclusions.
d. Evaluate a judicial decision to reach a conclusion.
e. Conduct a keyword search in an electronic tax research database.
f. Determine the order in which multiple related research questions should be answered.

  • CreatedNovember 03, 2015
  • Files Included
Post your question