Tax Research Skills Part 2 2024
4.00 Credits
Member Price $159
Non-Member Price $209
Overview
One of tax practitioners’ most fundamental yet frustrating tasks is tax research: getting answers to tax questions. This two-part series will cover the six-step process of tax research from establishing the facts, identifying issues, locating and evaluating authority to developing and communicating recommendations and conclusions of the research. With each of these steps, tips and techniques are discussed and demonstrated to improve the process’s efficiency and effectiveness through electronic tax research services (CCH IntelliConnect and RIA Checkpoint) and the Internet.
Highlights
- Primary and secondary sources of authority
- Research methodologies
- Online tax research sources
- Evaluating and communicating tax research results
Prerequisites
General knowledge in performing tax research.
Designed For
CPAs, enrolled agents, attorneys and tax professionals.
Objectives
- Determine search techniques used in accessing relevant primary authority from electronic tax research services
- Understand the proficiency of the accountant in using an electronic tax research service in performing federal and state tax research
- Identify ways to enhance skills in communicating research findings through writing
Preparation
None
Leader(s):
Leader Bios
C. Andrew Lafond, CalCPA Education Foundation
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.
Non-Member Price $209
Member Price $159