This webcast is part of the Tax Staff Essentials program. Tax questions arise when a unique set of facts is examined in light of general rules of tax law. In many in-stances, 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 webcast will help you structure your searches and formulate the questions to make your research more effective.
Learning Objectives
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.
Major Topics
The elusive nature of tax questions
Assessing and applying authority
External communications
Research methodology for tax planning comprehensive examples
Provider
AICPA
Course Level
Basic
Professional Area of Focus
Tax
CPE Field of Study
Taxes
4
Who Should Attend
CPAs in Public Accounting or Management Accounting; particularly new tax staff (firm or in-house).
