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CPE Self-Study

Tax Research II - Tax Staff Essentials

  • $99.00-$129.00
    Tax Research 2 - Tax Staff Essentials Availability : Online Access Product #: 157554
    AICPA Member: $99.00
    Non-Member: $129.00
  • 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

  • Determine the appropriate authority for tax problems.
  • Analyze the evidence you gather regarding your client's tax situation.
  • Apply the facts from other cases to reach a conclusion about your client's case.
  • Identify specific ways to communicate your findings to your client.
  • Recall 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

Discounts

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.

System Requirements

About the Authors

Dave N. Stewart, CPA, Ph.D.

Robert L. Gardner, Ph.D.

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

About the Publisher

American Institute of CPAs

The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with more than 418,000 members in 143 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 specialized credentials for qualified professionals who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. With The Chartered Institute of Management Accountants (CIMA), it offers the Chartered Global Management Accountant (CGMA) designation, which sets the global benchmark for quality and recognition in management accounting.

The AICPA and CIMA also make up the Association of International Certified Professional Accountants (the Association), which represents public and management accounting globally, advocating on behalf the public interest and advancing the quality, competency and employability of CPAs, CGMAs and other accounting and finance professionals worldwide.

The AICPA maintains offices in New York, Washington, DC, Durham, NC, and Ewing, NJ.