CPE Self-Study

Tax Research II - Tax Staff Essentials

  • $89.00-$109.00
    Tax Research 2 - Tax Staff Essentials Online Access Product #: 157553
    AICPA Member: $89.00
    Non-Member: $109.00
  • Contact Sales
    Contact a representative for group pricing or on-site training opportunities. 800.634.6780 (Option 1) | Contact Us Product #: GT-TSE.TR2

Save when you buy the complete Tax Staff Essentials, Level 2 bundle.

Tax questions arise when a unique set of facts is examined in light of general rules of tax law. In many instances, the most important questions are by no means obvious. The more experienced the tax adviser, the easier it is to identify and ask the right questions. However, for the beginner, asking the right question is often the most difficult part of tax research. Designed to help you identify and phrase critical tax questions, this CPE course will help you structure your searches and formulate the questions to make your research more effective.

Learning Objectives

This course will prepare you to do the following:

  • Assess the appropriate authority for tax problems.
  • Analyze the evidence you gather regarding your client’s tax situation.
  • Interpret the facts from other cases in order to reach a conclusion about your client’s case.
  • Distinguish specific ways to communicate your findings to your client.
  • Discuss the research methodology that is appropriate to tax planning.

Key Topics

  • The elusive nature of tax questions
  • Assessing and applying authority
  • External communications
  • Research methodology for tax planning
  • Comprehensive examples

Who Will Benefit?

  • CPAs, particularly new tax staff

*Offer valid on Tax Staff Essentials CPE self-study bundles and individual courses. Orders must be placed by or before Thursday, August 31st, 2017 at 11:59 p.m. EDT. This offer can only be combined with sections and credentials discounts. It cannot be combined with any other special offers or incentives; not valid on previous purchases.


Tax Section Members Receive Additional Savings!

When you log into this website with your AICPA member user account, the section/credential discount will be automatically applied during checkout. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org.

Find out more information on the Tax Section.

Table of Contents

System Requirements

About the Authors

Dave N. Stewart, CPA, Ph.D., Brigham Young University

Robert L. Gardner, Ph.D.

Ronald G. Worsham, Jr., CPA, Ph.D., Brigham Young University

About the Publisher


About the AICPA The American Institute of CPAs is the world’s largest member association representing the accounting profession, with more than 412,000 members in 144 countries, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting. The AICPA sets ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, and offers specialty credentials for CPAs who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. Through a joint venture with the Chartered Institute of Management Accountants, it has established the Chartered Global Management Accountant designation, which sets a new standard for global recognition of management accounting.

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