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Tax Research II – Tax Staff Essentials (2020)

Description

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 CPE course 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
Practitioners
Tax
CPE Field of Study
Taxes
4
Who Should Attend

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

Instructor(s)
Troy Lewis
Prerequisites

None

Advanced Preparation

None

Location
Online
Event Information
When
Jul 10, 2020
1:00 pm - 5:00 pm EDT
Location
Online
Total CPE Credits
4
Format
Webcast Replay

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Tax Research II – Tax Staff Essentials (2020)


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