Tax Research Skills

Description

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.

Highlights

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

Objectives

• 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.