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Tax Research 2 (AITR03)

 
Date:Thursday, January 25, 2018
Time:1:00 PM - 3:14 PM
(Registration at 12:30PM)
Facility:Webcast or Webinar, Online
CPE Credit:2.5 Technical Business
Instructor: Charles A. Borek
Vendor:AICPA
Course Level:Intermediate
Early Bird Price:$119.00 FICPA Members, $149.00 Non-Members

Description:

Tax questions arise when a unique set of facts is examined in light of general rules of tax law. Learning to identify and phrase the critical tax questions implicit in any set of facts is no small accomplishment. 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. For the beginner, asking the right question is often the most difficult part of tax research.



Objectives:

LEARNING OBJECTIVES When you complete this course you will be able to:

 Assess the appropriate authority for tax problems

Analyze the evidence you gather regarding your client's tax situation

 Interpret the facts from other cases in order to reach a conclusion about your client's case

Distinguish specific ways to communicate your findings to you client

Discuss the research methodology that is appropriate to tax planning



Major Topics:

TOPICS DISCUSSED

The elusive nature of tax questions

Assessing and applying authority

External communications

Research methodology for tax planning

Comprehensive examples



Who Should Attend:
Tax senior associates or managers

Prerequisite:
Basic knowledge of performing tax research

Session/Options

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.