Tax Research Skills | 4171354A

Instructors

Date :
October 26, 2017 8:30 AM - 4:00 PM
Location :
San Francisco Peninsula
Facility :
CalCPA Conference Room C - Burlingame
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Level of Difficulty :
Update
Member Price :
275.00
Nonmember Price :
375.00
CPE Credits :
CPE 8.00, MCLE 6.50, IRS-TX 8.00, CTEC-TX 8.00, MCLE LS-TX 6.50
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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.

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.

Major Subjects:

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

Advanced Prep:

None.

Misc. Information:

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Level of Difficulty:
Update
Field of Interest:
Taxes
Prerequisites:

General knowledge in performing tax research.

Designed For:

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

Instructors

C Andrew Lafond
C. Andrew Lafond, CPA, DBA, is an Assistant Professor of Accounting at La Salle University. His experience includes more than 25 years in public accounting with national, regional and local CPA firms, including his own CPA practice, which he started in 1994. In his practice, Mr. Lafond provides accounting and tax services for a diverse group of small businesses and individuals.

Materials:

  • Materials - Hardcopy Textbook
  • Materials - ebook