Tax Research Fundamentals

Solid tax research skills are necessary for all tax practitioners. However, understanding the many sources of tax authority and how to analyze and rely upon them for support can be overwhelming. This course provides tax practitioners with a fundamental knowledge of how to read, understand, and rely upon federal tax authority in everyday practice. In addition, this course helps tax practitioners develop a good research methodology.
$45.00
Prerequisites

Prerequisites are not necessary to participate in this course and no advance preparation is needed.

Course Description

Solid tax research skills are necessary for all tax practitioners. However, understanding the many sources of tax authority and how to analyze and rely upon them for support can be overwhelming. This course provides tax practitioners with a fundamental knowledge of how to read, understand, and rely upon federal tax authority in everyday practice. In addition, this course helps tax practitioners develop a good research methodology.

Learning Objectives

When you have completed this course, you should be able to:

  • Provide an overview of the governing standards, laws, penalties, and sanctions related to federal tax positions.
  • Define federal tax positions, levels of authority, and disclosure requirements.
  • Provide a framework for tax authority available and guidance on how to analyze and rely upon it for support.
  • Introduce a process that may be followed to effectively research tax positions.
  • Provide guidance and examples on written tax research communication to clients, IRS and state taxing authorities, and for internal files.
Affiliation* CPE Awarded Delivery Method Field of Study Course ID Sponsor ID
CPE Facts
NASBA 3 QAS Self-Study Taxes N/A 103137
CTEC 3/0 N/A Federal Tax Law 3038-CE-0221 3038
IRS 3 Self-Study Federal Tax Law FQTGU-T-00334-20-S FQTGU
Texas State Board of Accountancy 3 Self-Study Taxes 100285 002921
Pennsylvania State Board of Public Accountancy 1.5 Self-Study (Non-Interactive) Taxes N/A

* Individuals with other professional credentials should check with their state licensing board or accrediting organization to determine if this program meets their continuing education requirements.

Affilliation

 

Drake Software is an IRS-qualified sponsor of continuing professional education.

 
 

Drake Software is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, www.learningmarket.org

  

Drake Software has been approved by the California Tax Education Council to offer Tax Research Fundamentals, CTEC # 3038-CE-0221, which provides 3 hours of federal credit and 0 hours of state credit towards the annual continuing education requirement imposed by the State of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890, at (877) 850-2832, or at www.ctec.org.

 

Drake Software is registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program.

Course Policies

Send cancellation requests to Support@DrakeCPE.com. Requests must be made within 30 days of purchasing the course. To be granted a full refund, you must not have completed and earned continuing education for the course. No refunds will be issued after the course expiration date. For more information regarding the refund policy or to address concerns or complaints regarding courses, contact the DrakeCPE support team at Support@DrakeCPE.com.

 

Other Details
Last Revision January 2020
Course Expiration The CPE portion of this course expires one year from date of purchase