Tax Research Skills Part 2 2024

One of tax practitioners' most fundamental yet frustrating tasks is tax research: getting answers to tax questions. This two-part series will cover the six-step process of tax research from establishing the facts, identifying issues, locating and evaluating authority to developing and communicating recommendations and conclusions of the research. With each of these steps, tips and techniques are discussed and demonstrated to improve the process's efficiency and effectiveness through electronic tax research services (CCH IntelliConnect and RIA Checkpoint) and the Internet.

Presenters - C Andrew Lafond

Designed For: CPAs, enrolled agents, attorneys and tax professionals.

Role Level - Entry-level/Individual contributor; Manager/Senior Manager; Sole Practitioner

• Determine search techniques used in accessing relevant primary authority from electronic tax research services
• Understand the proficiency of the accountant in using an electronic tax research service in performing federal and state tax research
• Identify ways to enhance skills in communicating research findings through writing

• Primary and secondary sources of authority
• Research methodologies
• Online tax research sources
• Evaluating and communicating tax research results

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