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Tax Research II Logo aicpa

  Free |   CPE: 4.0 |   AICPA |   11 Nov 2019 |   Taxes |   AICPA Store
Master tax research with the right questions.
Who Will Benefit?
  • Tax professionals
Key Topics
  • The elusive nature of tax questions
  • Assessing and applying authority
  • External communications
  • Research methodology for tax planning
  • Comprehensive examples
Learning Objectives
  • Identify the appropriate authority for tax problems.
  • Analyze the evidence you gather regarding your client's tax situation.
  • Recall 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.

Tax questions arise when a unique set of facts is examined considering 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.

Important Information on Your CPE Credit

Topics covered:
  • Tax: Technical: Practice management & professional standards, Intermediate