Solving Tax Research Puzzles (Completed)

Date: Friday, January 18, 2019
Instructor: Jennifer Kowal
Begin Time:  8:00am Pacific Time
9:00am Mountain Time
10:00am Central Time
11:00am Eastern Time
CPE Credit:  4 hours for CPAs
4 hours Federal Tax Related for EAs and OTRPs
4 hours Federal Tax Law for CTEC

With high client demands for fast results, it is more important than ever to perform tax research accurately, thoroughly and efficiently. Frequent, complicated changes to the tax law mean that even experienced tax professionals often need to research tax questions. Despite our tendency to internet keyword search every question these days, this is not a great strategy for tax research, as keyword searching without a frame of reference (or knowledge of the right keywords) is often the least efficient and effective way to answer tax research questions. This course teaches a systematic research methodology that tax researchers may use in order to identify and analyze tax issues efficiently, accurately and thoroughly.

Who Should Attend
Tax practitioners at all levels who perform tax research.

Topics Covered

  • Primary sources of tax law and hierarchy of authority
  • How to use editorial and secondary sources effectively
  • IRC and Treasury Regulation based research
  • Tax Law legislative history
  • Issue spotting for state and local and international tax research

Learning Objectives

  • Differentiate types of primary sources of tax law and the hierarchy of authority
  • Identify situations where editorial and secondary sources are most useful
  • Describe how to use the IRC and Treasury Regulations as a jumping off point for tax research
  • Gain familiarity with different types of tax law legislative history

Level
Intermediate

Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (4 hours)

Program Prerequisites
Basic experience with tax research.

Advance Preparation
None

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