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.
$48.00
  

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.

CPE Facts

Affiliation* CPE Awarded Delivery Method Field of Study Course ID Sponsor ID
NASBA 3 Self-Study Taxes N/A 103137
CTEC 3/0 Self-Study Federal Tax Law 3038-CE-0221 3038
IRS 3 Self-Study Federal Tax Law FQTGU-T-00589-23-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.

Other Details
Last Revision Summer 2021
Course Expiration The CPE portion of this course expires one year from date of purchase
DrakeCPE Course Policies and CPE Affiliations