Checkpoint Learning

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Cracking the Code: Efficient and Thorough Tax Research Techniques  

CATEGORY: Taxation
2 CPE Credits
Level: Basic

In today’s value-driven tax planning environment, tax accountants must research accurately, thoroughly and efficiently. This is especially difficult for researchers who have grown up using Google to answer every question, as keyword searching without a frame of reference (or knowledge of the right keywords) is often the least efficient and effective way to answer tax research questions. This webinar will teach a systematic research methodology that tax researchers may use in order to identify and analyze tax issues efficiently, accurately and thoroughly. Among other topics, it will teach students the hierarchy and different types of primary sources in tax law and discuss how to use secondary sources most effectively. Students will have opportunities to practice their skills on realistic research exercises, using RIA Checkpoint to answer research problems. NOTE: The voluntary IRS Annual Filing Season Program (AFSP) requires that CE Sponsors collect PTINs from IRS professionals who wish to receive IRS credit. IRS PTIN holders (including Enrolled Agents) should enter their IRS PTIN into Checkpoint Learning so that course completions can be reported to the IRS. You do not need to enter your PTIN for each course you take; you only need to add it once. If you have any questions on how to do this, please contact us 800-231-1860. THIS WEBINAR IS NOT ELIGIBLE FOR CTEC CREDIT.

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