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Technical

Tax Research and Advice Memo: Practitioner Memo for All Oral and Written Tax Advice

Free for Tax Section Members | AICPA | 2016 | AICPA.org

Practice management & professional standards
Foundational
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This article outlines what you need to know before providing tax advice, as well as a template to document oral and written tax advice.

Topics covered:

Tax: Technical: Practice management & professional standards, Foundational

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