CPE Self-Study

Tax Research I - Tax Staff Essentials

  • $99.00-$129.00
    Tax Research I - Tax Staff Essentials Online Access Product #: 157573
    AICPA Member: $99.00
    Non-Member: $129.00
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    Contact a representative for group pricing or on-site training opportunities. 800.634.6780 (Option 1) | Contact Us Product #: GT-TSE.TR1

Save when you buy the complete Tax Staff Essentials, Level 1 online bundle.

Designed to provide you with a working knowledge of the methodology of implementation-based tax research, this CPE course draws on the latest developments in online research. You will learn how to ask the right questions, organize the facts, locate and assess pertinent authority, and clearly communicate research findings.

Learning Objectives

This course will prepare you to do the following:

  • Demonstrate a working knowledge of the methodology of implementation-based tax research.
  • Examine and analyze the pertinent facts and applicable laws to determine a tax result.
  • Apply the hierarchy for sources of tax authority in researching a tax question.
  • Execute efficient and meaningful research within tax online services.

Key Topics

  • Sources of tax law and interpretation
  • Internal Revenue Code
  • Administrative guidance
  • Treasury Regulations
  • Issue-spotting exercise
  • Citations
  • Tax research memorandum

Who Will Benefit?

  • CPAs in PA or MA; particularly new tax staff (firm or in-house).


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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