CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Webcast

Practical Tax Research

Learn to cite primary tax law sources, mastering tax research methodologies, and examine resources like the Internal Revenue Manual.

$196.00

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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CPE Credits

4 Credits: Taxes
Course Level
Basic
Format
Webcast

Course Description

This online webinar course offers a thorough exploration of primary tax law sources, designed to enhance the skills of tax, accounting, and finance professionals in research and citation. Participants will learn the correct methods of citing primary tax law sources, with the additional benefit of being introduced to dozens of free Internet sites offering these resources. The CPE course also focuses on teaching tax research methodology, defined through multiple case studies, providing practical, real-world applications. By understanding the various levels of authority and how to use the Internal Revenue Manual when representing clients, participants will gain a comprehensive toolkit to conduct accurate and efficient tax research. This knowledge not only adds value to your professional skill set but also elevates your proficiency in providing informed tax advice and representation.

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Learning Objectives

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

  • Identify tax research methodology
  • Cite how to use primary tax law sources and tax research services
  • Identify the various levels of authority
  • Identify how to use the Internal Revenue Manual when representing clients
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Course Specifics

Course ID
WC18176194
Revision Date
December 18, 2023
Prerequisites

None

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220
IRS Provider Number: OMYXB
IRS Course Number: 0MYXB-T-02597-24-O
IRS Federal Tax Law Credits: 4
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1130
CTEC Federal Tax Law Credits: 4

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

Mark Seid, EA, CPA has over 25 years of experience in field of taxation focused on tax controversy. A National Tax Practice Institute graduate, Mark is admitted to practice before the U.S. Tax Court. He has served as an Internal Revenue Agent with the IRS in San Jose and San Luis Obispo, California, a state director for the California Society of Enrolled Agents, and the chair for the society’s Finance and Budget committee. He regularly presents courses to tax professionals on issues affecting small businesses.