Mobile Edition

Tax Research Skills (4171354D)

Date:Wednesday, December 20, 2017
Time:9:30 AM - 5:00 PM
(Registration at 9:00 AM)
Facility:Webcast or Webinar, Online
CPE Credit:8.0 Technical Business
Instructor: C. A. Lafond
Vendor:California CPA Education Foundation
Course Level:Update
Early Bird Price:$245.00 FICPA Members, $365.00 Non-Members


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.

  • 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.

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

Who Should Attend:

CPAs, enrolled agents, attorneys and other professionals who need to research tax issues.

General knowledge in performing tax research.

Advanced Preparation:


If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.