Tax Research II

Tax questions arise when a unique set of facts is examined in light of general rules of tax law. In many instances, the most important questions are by no means obvious. The more experienced the tax adviser, the easier it is to identify and ask the right questions. However, for the beginner, asking the right question is often the most difficult part of tax research. Designed to help you identify and phrase critical tax questions, this CPE course will help you structure your searches and formulate the questions to make your research more effective.

Learning Objectives

Learning Objective: 

When you complete this course you will be able to:

  • Determine the appropriate authority for tax problems.
  • Analyze the evidence you gather regarding your client's tax situation.
  • Apply the facts from other cases to reach a conclusion about your client's case.
  • Identify specific ways to communicate your findings to your client.
  • Recall the research methodology that is appropriate to tax planning.

Topics Discussed

Topics Discussed: 
  • The elusive nature of tax questions
  • Assessing and applying authority
  • External communications
  • Research methodology for tax planning comprehensive examples

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COURSE CODE

TSE.TR2

FIELD OF STUDY

Taxes

CPE CREDIT HOURS

4

KNOWLEDGE LEVEL

Basic

INTENDED AUDIENCE

CPAs in PA or MA; particularly new tax staff (firm or in-house).

PREREQUISITE

None

ADVANCED PREPARATION

None

DELIVERY METHOD

Group Live
Self-Study On-Demand

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For individual training, visit:

(U.S.) AICPAstore.com

(Outside the U.S.) CGMAstore.com


CONTACT A TRAINING REPRESENTATIVE:


1-800-634-6780 Option 1
aicpalearning@aicpa.org