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Tax Research II

DeliveryType:  Video Webcast
    Select Date & Time:
  • $119.00-$149.00
    Tax Research II 01:00 pm - 03:15 pm ET Product #: VTR2011
    Add to Calendar 07/20/2017 13:00:00 07/20/2017 15:15:00 America/New_York AICPA Webcast: Tax Research II
    Register Now for Tax Research II.

    This webcast focuses on learning to identify and phrase tax questions. It will also cover assessing and applying authority and external communications. Take a deeper dive into the elusive nature of tax questions.
    Register at http://www.aicpastore.com//PRD~PC-VTR2/PC-VTR2.jsp AICPA noreply@aicpastore.com false MM/DD/YYYY AICPA WebEvent aiEQlNoFjzFNtMgVwmLn20911
    AICPA Member: $119.00
    Non-Member: $149.00

Tax questions arise when a unique set of facts is examined in light of general rules of tax law. Learning to identify and phrase the critical tax questions implicit in any set of facts is no small accomplishment. 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. For the beginner, asking the right question is often the most difficult part of tax research.

Topics Discussed

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

When you complete this webcast you will be able to:

  • 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 you client
  • Discuss the research methodology that is appropriate to tax planning

Important Information on Your CPE Credit

Discounts

Group Viewing Option

Gather the team together and attend this webcast as a group. Each attendee will earn CPE Credit. Enter the number of attendees in the quantity box above.

Number of Attendees Non-Member Member

1 - 4

$149 $119

5 - 9

$135 $109

10 - 20

$125 $99

21 +

$119 $95

Your order confirmation will include an instruction document for group viewing and earning CPE credit (please review prior to the start of the event) and information on how to access the webcast.

Included in:Annual Webcast Pass

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Speaker Bio

Charles A. Borek, CPA, JD, MBA
The Borek Group, LLC / Columbia, MD

Chuck Borek is a CPA and attorney with over 20 years of professional experience dealing with both business and nonprofit clients and has served in the capacity of officer and board member for several entities. He is also an award-winning speaker on a variety of accounting topics, having conducted over 300 live and web-based presentations across the country.

After serving for several years as a partner in a regional CPA firm in the Washington, DC area, Chuck founded The Borek Group, LLC, which develops professional education materials for both CPAs and lawyers. He concurrently acts as a consultant to the Columbia, Maryland firm of Davis, Agnor, Rapaport & Skalny, LLC.

In addition to his professional experience, Chuck has taught graduate students at American University and at the University of Baltimore and undergraduate students at Prince George’s Community College in Maryland, where he held the position of Associate Professor of Accounting from 1998 to 2003. He is also a former Commissioner on the Howard County (Maryland) Pension Oversight Commission.

Chuck has authored multiple books, articles, and professional publications for many organizations, including AICPA and BNA. He is currently working on several projects for a variety of publishers.

William F. Marutzky
LLM, JD, MS, CPA, CFE

William F. Marutzky enjoys an established practice in business and corporate laws, commercial litigation, and estate planning with an emphasis on tax controversy. In addition, he is a presenter at many seminars and conferences of professional organizations throughout the United States. Both an attorney and CPA, Bill previously was a Professor of Law at DePaul University and IIT/Chicago - Kent College of Law. He also taught business classes at DePaul, Northern Illinois University, and North Central College. Also, he is licensed to practice before the federal district courts in Illinois and Wisconsin, the U.S. 7th Circuit, U.S. Court of Claims, the U. S. Tax Court, as well as the United States Supreme Court.

He is the current Vice Chair of Chicago Bar Association's Lawyers Assistance Committee. Previously, he was the Chair of Federal Tax Procedures Committees for the Chicago Bar Association and for the Illinois CPA Society. Bill was granted the Master of Tax Law (LLM) from DePaul University, a Juris Doctor with Honors from IIT/Chicago - Kent College of Law, and an M.S. and B.S. in Accounting from Northern Illinois University.

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