Tax Research – Intermediate Concepts
Description
Answering clients’ tax questions accurately and on time is a key challenge for tax practitioners. Through simple, plain language explanations and examples, this course will help practitioners perform tax research more efficiently by describing the structure of the primary sources, highlighting the difference between primary and secondary sources, and describing the steps in the tax research process.
Objective
Understand the organization of the Internal Revenue Code, the Treasury Regulations, and Revenue Rulings Identify the circumstances when a client may want to consider requesting a private letter ruling Differentiate between primary and secondary pieces of authority Understand the steps to the tax research process and the parts of a tax research memorandum
Attendee Information
David Peters, CPA, CFP, CLU, CPCU, MST, MBA
Required Knowledge
A basic familiarity with tax research
Credit Types
- CPE – Taxes
Registration Fees
| Registration | Type | Price |
|---|---|---|
| WRS68826: Registration – Member | Mem | $105 |
| WRS68826: Registration – Non-Member | NM | $230 |
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.