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Checkpoint Learning TAX RESEARCH CERTIFICATE PROGRAM
TAX RESEARCH CERTIFICATE PROGRAM

BUILD A SOLID FOUNDATION FOR YOUR TAX RESEARCH

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The Checkpoint Learning Tax Research Certificate ProgramTM helps candidates develop foundational tax research knowledge while earning approximately 22 hours of Continuing Professional Education credit. This program was designed for CPAs or future CPAs, Tax Accountants, Senior Tax Accountants, Tax Managers, or anyone wanting to improve their tax research skills or become more efficient. Tax research proficiency is all too often underserved in formal education programs, leaving new accountants missing key skills required to perform effectively. From dependence on unreliable internet sources, to lack of clarity on the import (and order) of law, case law, commentary and treatises, many tax leaders find their staff unprepared to perform real-world tax research.

This blended-learning format includes live instructor-led webinars, an online self-study course and a written tax research case study that will equip professionals with what they need to effectively perform federal and state tax research.

Candidates who successfully complete the course work and case study will earn a Checkpoint Learning Tax Research Competency CertificateTM.

The certificate gained will reflect a thorough and transferable foundation in tax research. The course includes examples from Thomson Reuters Checkpoint®, the profession's leading source for intelligent tax and accounting information.

 

Program Details

The total length of the program will be 34 hours and will cover both federal and state tax research topics. A certificate will be awarded to each participant upon their successful completion of the program requirements.
 

Webinars

Online Courses

FINAL ASSIGNMENT
Case study provided by instructor, who is available to answer questions, and will grade and provide feedback. Assignment is tailored to the learner’s practice area—corporate taxation or public practice. A thirty-day free trial of Checkpoint® is available for completion of the case study assignment, which requires access to a professional tax research platform of your choice. (12 hours estimated completion time.)

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Title:
Tax Research Certificate Case Study
Description:
After completion of all other program requirements, a case study will be selected by each professional in the final webinar. The assignment will be tailored to the learner's practice area - corporate taxation or public practice. The corporate taxation case study consists of a corporate acquisition involving an escrow and a contingent stock earnout arrangement. The researcher will determine whether these aspects of the deal might hinder tax-free reorganization treatment. The public practice case study involves a theft loss arising from a Ponzi scheme. The researcher will determine the allowance, amount, and timing of any theft loss deduction for the victims. For completion of the assignment, pro-fessionals may use their own tax research software or will be provided with a 30-day trial of Checkpoint.
Format:
Case study
Prerequisite:
Webinar: Cracking the Code: Hands-on Tax Research
Advance Preparation:
None
Knowledge Level:
Basic
Subject Matter Area:
Taxes
Recommended CPE Credits:
N/A
Notes:
The assignment will culminate in a tax research memo prepared by the professional and will be submitted in PDF format to the administrator at certificateprogram@tr.com. Within three weeks of submission, you will receive an email with your grade and personalized feedback. For tax research memos with a score of 70% or higher, the email will also include a PDF of your Tax Research Competency Certificate. The official certificate will be mailed shortly thereafter. For tax research memos with a score of less than 70%, you will have two additional attempts for completion. The personalized feedback will assist in your tax memo revisions.
 

 

PROGRAM COMPLETION
The participant is allowed one year from the date of purchase for the satisfactory completion of all program requirements. Upon successful completion, a Checkpoint Learning Tax Research Competency CertificateTM will be mailed to the participant.
 

QUESTIONS
If you have additional questions on this certificate program, please call us at 800.231.1860.
 

COST
$599 per user.
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Or, to purchase multiple seats for your team or firm, please call us at 800.231.1860.
 



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WEBINARS
Three webinars presented by a tax research expert who will walk participants through federal and state tax research best practices on Checkpoint. Live webinars provide 2 CPE Credits each.

Cracking the Code: Efficient and Thorough Tax Research Techniques. 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; explain the hierarchy and different types of primary sources in tax law; and discuss how to use secondary sources most effectively.

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Title:
Cracking the Code: Efficient and Thorough Tax Research Techniques
Description:
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; explain 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 Checkpoint to answer research problems.
Learning Objectives:
  • how to take a transactional approach to answering research questions to efficiently identify all important tax issues,
  • the different types of primary sources of tax law, and their hierarchy of authority,
  • how to use secondary sources and annotations efficiently, and
  • how to keyword search most effectively.
Format:
Webinar
Prerequisite:
None
Advance Preparation:
None
Knowledge Level:
Basic
Subject Matter Area:
Taxes
Recommended CPE Credits:
2 Registry (50-minute hour)
Date:
Various dates available.

Cracking the Code: Advanced Tax Research. This webinar will teach code section based research, using explanations and annotations to find the most relevant authorities; when and how to use keyword searches; when and how to use legislative history in tax research; hands on research examples involving losses and deductions; and state tax law and efficient state tax research.

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Title:
Cracking the Code: Advanced Tax Research
Description:
This webinar will teach code section based research, using explanations and annotations to find the most relevant authorities; when and how to use keyword searches; when and how to use legislative history in tax research; hands on research examples involving losses and deductions; and state tax law and efficient state tax research.
Learning Objectives:
  • Internal Revenue Code based research,
  • how to use explanations and annotations to find the most relevant primary authorities,
  • when and how to use keyword searches most effectively,
  • when and how to use legislative history in their tax research, and
  • how to undertake state and local and international tax research.
Format:
Webinar
Prerequisite:
Webinar: Cracking the Code: Efficient and Thorough Tax Research Techniques
Advance Preparation:
None
Knowledge Level:
Basic
Subject Matter Area:
Taxes
Recommended CPE Credits:
2 Registry (50-minute hour)
Date:
Various dates available.

Cracking the Code: Hands-on Tax Research. The webinar will present an introduction to the case studies, with a discussion of the background law and facts; a discussion of possible research strategies for approaching tax research problems; a demonstration of how to prepare a research outline for the relevant tax issues; a discussion of how to best present research results in an analytical memorandum; and how to comply with professional standards in performing tax research and providing tax advice.

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Title:
Cracking the Code: Hands-on Tax Research
Description:
The webinar will present an introduction to two case studies (you will choose either the public practice case study or the corporate practice case study), with a discussion of the background law and facts; a discussion of possible research strategies for approaching tax research problems; a demonstration of how to prepare a research outline for the relevant tax issues; a discussion of how to best present research results in an analytical memorandum; and how to comply with professional standards in performing tax research and providing tax advice. During the webinar, you may submit questions regarding tax research and completion of the assignment.
Learning Objectives:
  • a systematic method for how to solve the tax research case study and factors to consider in choosing a research approach,
  • how to stay on track throughout the research process and how to prepare a research outline,
  • how to present research findings, and
  • ethical considerations in performing tax research and formulating conclusions.

 

Format:
Webinar
Prerequisite:
Online self-study course: Tax Research Using an Online Platform; Webinar: Cracking the Code: Efficient and Thorough Tax Research Technique; Webinar: Cracking the Code: Advanced Tax Research
Advance Preparation:
None
Knowledge Level:
Basic
Subject Matter Area:
Taxes
Recommended CPE Credits:
2 Registry (50-minute hour)
Date:
Various dates available.

 

ONLINE COURSES
Three interactive online courses with in-depth coverage of tax law, treasury interpretations, court interpretations, and various case studies (16 CPE Credits total).

Tax Research: Tax Law and Treasury Interpretations. This course provides an introduction to the area of tax research. It will reacquaint you with the Internal Revenue Code and Treasury Department regulations as well as interpretations, rulings, and procedures issued by the Internal Revenue Service. It will teach you how to research tax issues and answer tax questions by consulting these tax materials.

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Title:
Tax Law and Treasury Interpretations
Description:
This course provides an introduction to the area of tax research. It will reacquaint you with the Internal Revenue Code and Treasury Department regulations as well as interpretations, rulings, and procedures issued by the Internal Revenue Service. It will teach you how to research tax issues and answer tax questions by consulting these tax materials.
Learning Objectives:
  • discuss each of the six steps in the tax research process;
  • describe the divisions of the IRC and the legislative process behind tax law;
  • identify the proper citation of tax law and other issues concerning the Treasury Department and its regulations;
  • discuss the relevance and authority of statutory, interpretative, and proposed regulations; and
  • explain IRS interpretations, revenue rulings, and revenue procedures.
Format:
Online self-study course
Prerequisite:
None
Advance Preparation:
None
Knowledge Level:
Basic
Subject Matter Area:
Taxes
Recommended CPE Credits:
4 QAS/Registry (50-minute hour)
Expiration Date:
One year from date of receipt to complete program and submit quizzer to obtain credit
Passing Grade for Quizzer:
70 percent or higher

Tax Research: Court Interpretations and Citator. The second online course in our series on tax research further hones tax research skills. It discusses judicial interpretations and citations from various U.S. courts. It also introduces the Citator research tools (8 credit hours of CPE awarded after successful completion).

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Title:
Tax Research: Court Interpretations and Citator
Description:
The second course in our series on tax research further hones your tax research skills, discusses judicial interpretations and citations from various U.S. courts, and introduces the Citator research tools.Note: To complete this course, you must have access to at least one tax service (e.g., Thomson Reuters Checkpoint (RIA), CCH Incorporated, or Shepard's (part of LEXIS Publishing)).
Learning Objectives:
  • explain judicial interpretation and litigation costs,
  • describe the U.S. Court of Federal Claims and the Court of Appeals,
  • analyze court decisions,
  • employ tax research tools, and
  • use tax citators.
Format:
Online self-study course
Prerequisite:
Tax Research: Tax Law and Treasury Interpretations
Advance Preparation:
None
Knowledge Level:
Basic
Subject Matter Area:
Taxes
Recommended CPE Credits:
8 QAS/Registry (50-minute hour)
Expiration Date:
One year from date of receipt to complete program and submit quizzer to obtain credit
Passing Grade for Quizzer:
70 percent or higher

Tax Research: Case Analysis. The final online course further develops the knowledge and tax research skills acquired in the previous two courses of this series. Each chapter has a taxpayer scenario that presents a few facts and requests an opinion or recommendation on the handling of a particular tax matter; the learner will realize the relationship of the law, interpretations, and cases to the taxpayer scenario (4 credit hours of CPE awarded after successful completion).

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Title:
Tax Research: Case Analysis
Description:
The final online course further develops the knowledge and tax research skills acquired in the previous two courses of this series. Each chapter has a taxpayer scenario that presents a few facts and requests an opinion or recommendation on the handling of a particular tax matter; the learner will realize the relationship of the law, interpretations, and cases to the taxpayer. Note: To complete this course, you must have access to at least one tax service.
Learning Objectives:
  • research tax issues using a case concerning inventory valuation,
  • research tax issues using a case concerning business use of a home office, and
  • communicate tax research findings.
Format:
Online self-study course
Prerequisite:
Tax Research: Court Interpretations and Citator
Advance Preparation:
None
Knowledge Level:
Basic
Subject Matter Area:
Taxes
Recommended CPE Credits:
4 QAS/Registry (50-minute hour)
Expiration Date:
One year from date of receipt to complete program and submit quizzer to obtain credit
Passing Grade for Quizzer:
70 percent or higher