Practical Tax Research FLEXCAST

Overview

This course offers a thorough exploration of primary tax law sources, designed to enhance the skills of tax, accounting, and finance professionals in research and citation. Participants will learn the correct methods of citing primary tax law sources, with the additional benefit of being introduced to dozens of free Internet sites offering these resources. The course also focuses on teaching tax research methodology, defined through multiple case studies, providing practical, real-world applications. By understanding the various levels of authority and how to use the Internal Revenue Manual when representing clients, participants will gain a comprehensive toolkit to conduct accurate and efficient tax research. This knowledge not only adds value to your professional skill set but also elevates your proficiency in providing informed tax advice and representation.

Highlights

Treasury regulations. Judicial authorities. Major reporters. Internal revenue code. Revenue rulings. Revenue procedures. Tax research methodology. Searches.

Prerequisites

None.

Designed For

CPAs, financial professionals, enrolled agents and attorneys.

Objectives

Identify tax research methodology. Cite how to use primary tax law sources and tax research services. Identify the various levels of authority. Identify how to use the Internal Revenue Manual when representing clients.

Preparation

None.

Notice

This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.