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23WX-0013: Tax Research: Intermediate (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Monday, April 3, 2023
10:30am - 11:30am Central Time
1 CPE (1 technical)

Answering clients' tax questions accurately and on time is a key challenge for tax practitioners. Through simple, plain language explanations and examples, this course will help practitioners perform tax research more efficiently by describing the structure of the primary sources, highlighting the difference between primary and secondary sources and describing the steps in the tax research process.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Major subjects

  • Tax Code Hierarchy
  • Organization of an Internal Revenue Code Section
  • Special Rules for IRC Citation
  • Citing Other Primary Authority
  • Private Letter Rulings
  • Primary Vs Secondary Authority
  • Secondary Sources of Authority
  • Steps in the Tax Research Process
  • Research Memoranda

Learning objective(s)

  • Identify the circumstances when a client may want to consider requesting a private letter ruling
  • Differentiate between primary and secondary pieces of authority
  • Illustrate the steps to the tax research process and the parts of a tax research memorandum

Who should take this program?

CPAs, Controllers, Accountants, Tax Practitioners and Enrolled Agents who are looking to improve their research skills and understanding of the composition of the Internal Revenue Code

Fees

Our records indicate you are a nonmember. If you register, you will be charged $49.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $49.00
checkmark Standard Nonmember Fee $49.00

More program information

Instructor David Peters, CPA, CGMA, CPCU, ChFC, CLU, CFP
Location Online
Area
of study
Taxation
Field(s)
of study
Taxes - Technical (1.0)
Level Intermediate
Format Group Internet Based
Sponsor CPA Crossings, LLC
NASBA ID#: 108744
Prerequisites Prereq. Working knowledge of basic tax law structure
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.