Tax Research Skills Part 1 2024

Thursday, March 27, 2025

Webcast or Webinar, Online

11:00AM - 2:30 PM (opens at 10:30AM) EST

4Credits

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$159.00 Regular Price

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Course Type: Webcast

Course Code: 24/5125416

Level: Update

Vendor: California CPA Education Foundation

Field of Study: Taxes

Overview:

One of tax practitioners' most fundamental yet frustrating tasks is tax research: getting answers to tax questions. This two-part series will cover the six-step process of tax research, from establishing the facts, identifying issues, locating and evaluating authority, and developing and communicating recommendations and conclusions of the research. With each of these steps, tips and techniques are discussed and demonstrated to improve the process's efficiency and effectiveness through electronic tax research services (CCH IntelliConnect and RIA Checkpoint) and the Internet.

Objectives:

• To understand the differences between each of the primary source authorities and hierarchical weight of each • To develop and enhance an accountant's ability to analyze facts, identify tax issues, locate and evaluate primary source authority using an electronic tax research service • Reasoning skills in evaluating conflicting administrative (IRS) and judicial sources (court decisions) • Synthesizing skills through reconciling and/or distinguishing similar cases

Major Topics:

• Primary and secondary sources of authority • Research methodologies • Online tax research sources • Evaluating and communicating tax research results

Major Topics:

• Primary and secondary sources of authority • Research methodologies • Online tax research sources • Evaluating and communicating tax research results

Designed For:

CPAs, enrolled agents, attorneys and tax professionals.

Prerequisites:

General knowledge in performing tax research.