Webcast: Tax Research: Part 1 (WBTR116)
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When: 08/24/2016
12:00 PM until 4:00 PM
Where: Webcast
United States
Presenter: Charles Borek, CPA, JD, MBA

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Acronym WBTR116
CPE 4 hours
Vendor AICPA
Level Basic
Prerequisite None
Who should attend Tax associates with little to no experience in performing tax research
Members $159
CPA Non-Members $199

The Member rate applies to LCPA members, reciprocal state 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.


This course provides a working knowledge of the methodology of implementation-based tax research. Drawing on the latest developments in online research, this course describes how to ask the right questions, organize the facts, locate and assess pertinent authority, and clearly communicate research findings.


When you complete this course you will be able to:

  • Demonstrate a working knowledge of the methodology of implementation-based tax research

  • Examine and analyze the pertinent facts and applicable laws to determine a tax result

  • Apply the hierarchy for sources of tax authority in researching a tax question

  • Execute efficient and meaningful research within tax online services


  • Sources of tax law and interpretation

  • Internal Revenue Code

  • Administrative guidance

  • Treasury Regulations

  • Issue-spotting exercise

  • Citations

  • Tax research memorandum