Conducting Tax Research with Increased Confidence

Author: Annette Nellen

CPE Credit:  2 hours for CPAs
2 hours Federal Tax Law for CTEC
2 hours Federal Tax Related for EAs and OTRPs

Effective tax research skills are crucial to reducing the risk of error and for finding planning opportunities. This course provides a tax research process that can make your research work more efficient and increase your confidence in your findings.

Tips are offered for effectively using commercial and free research tools, identifying issues and relevant facts, and reaching conclusions. In addition, selected penalty provisions and rules of conduct relevant to effective tax research are covered. Examples are used throughout the presentation.

Publication Date: February 2015

Designed For
Practitioners who want to increase their confidence or refresh their tax research skills. Along with new practitioners who are developing tax research skills.

Topics Covered

  • Steps of tax research
  • Types of authority from the three branches of government, their relative importance and when to use them
  • Tips for avoiding mistakes in finding answers to tax questions
  • Selected penalty provisions and rules of conduct relevant to the tax research process

Learning Objectives

  • Recognize the steps of tax research and their importance.
  • Identify the types of primary authority used in tax research.
  • Present rules of conduct and penalties that impact the research process.
  • Identify tips for avoiding research mistakes.



Instructional Method

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites

Advance Preparation

Registration Options

Regular Fee$49
Value Pass Fee$0

Add to Cart Email a Friend View More Self-Study Courses