Tax Research Skills

Course Details


Wednesday, January 8, 2020

6:30am – 2:00pm
(Registration: 6:00am)

Field of Study


Course Number


CPE Credit

8.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation


General knowledge in performing tax research.


Tax research skills are a critical component of a tax practitioner's professional arsenal. Enhance your ability to identify tax issues; locate and evaluate primary source authority; and communicate research results in writing.

Electronic tax research services and internet resources will be demonstrated to help you effectively perform your tax research.

Materials are provided as an ebook.


  • Primary and secondary sources of authority
  • Research methodologies
  • Online and electronic tax research services
  • Evaluating and communicating tax research results


  • Recognize differences between primary source authorities and their hierarchical weight.
  • Determine and enhance your ability to analyze facts, identify tax issues and locate and evaluate primary source authority when using an electronic tax research service.
  • Recall reasoning skills necessary in evaluating conflicting administrative (IRS) and judicial sources (court decisions).
  • Identify how to reconcile or distinguish similar cases.

Designed For

CPAs, enrolled agents, attorneys and tax professionals.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $375.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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