Webcast: Tax Research 2 (XATR218)
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Tax questions arise when a unique set of facts is examined in light of general rules of tax law. Learning to identify and phrase the critical tax questions implicit in any set of facts is no small accomplishment. 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. For the beginner, asking the right question is often the most difficult part of tax research.

 Export to Your Calendar 1/25/2018
When: 01/25/2018
12:00 PM until 2:15 PM
Where: Webcast
AICPA
1407068:6AA8FECA0B8A2948BAC1D9CE3987E3A3
United States
Presenter: Charles Borek, CPA, JD, MBA


Online registration is available until: 1/23/2018
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Acronym XATR218
CPE 2.5 hours
Vendor AICPA
Category
Tax
Level Intermediate
Prerequisite None
Adv Prep None
Yellow Book? No
Registration Fees
Members* $119
CPA Non-Members $149

*The member rate applies to LCPA members, other state CPA society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Course Description

Tax questions arise when a unique set of facts is examined in light of general rules of tax law. Learning to identify and phrase the critical tax questions implicit in any set of facts is no small accomplishment. 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. For the beginner, asking the right question is often the most difficult part of tax research.

Objectives

  • Assess the appropriate authority for tax problems
  • Analyze the evidence you gather regarding your client’s tax situation
  • Interpret the facts from other cases in order to reach a conclusion about your client’s case
  • Distinguish specific ways to communicate your findings to you client
  • Discuss the research methodology that is appropriate to tax planning

Major Topics

  • The elusive nature of tax questions
  • Assessing and applying authority
  • External communications
  • Research methodology for tax planning
  • Comprehensive examples

Note: Login instructions will be provided by the webcast vendor (AICPA).