CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Self-Study

Tax Research Techniques

Individual
Teams

$29.00$49.00

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CPE Credits

1 Credits: Taxes
Course Level
Overview
Format
Self-Study

Course Description

The tax advisor needs to follow a regimented process for researching tax questions, so that the eventual outcome is based on a thorough knowledge of the facts and issues, and backed up by relevant authority. The Tax Research Techniques course walks you through every step of this process, with particular attention to locating the applicable authority and determining how to apply the tax rules.

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Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify the activities needed to establish facts for a tax question.
  • Specify the principles related to tax planning.
  • Identify the sources of information used in tax research.
  • Recall the authority level for the different types of statutory and administrative law.
  • Identify the general classifications of tax commentary that are available.
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Course Specifics

Course ID
SS824376243
Revision Date
March 4, 2024
Prerequisites

There are no prerequisites.

Advanced Preparation

None

Number of Pages
31

Compliance Information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02452-24-S
IRS Federal Tax Law Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-2007
CTEC Federal Tax Law Credits: 1

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.

Meet The Experts

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 300 business books and courses. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast. Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and …