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Tax Research II - Tax Staff Essentials

Tax Research II - Tax Staff Essentials

This webcast is designed to help you identify and formulate critical tax questions to make your research more effective.

Do you have an AICPA membership? Log in to apply your member discount.



NASBA Field of Study




CPE Credits



Troy Lewis


3 months

Product Number


 Part of Webcast Pass
 Business & partner 
Product Details

This webcast is part of the Tax Staff Essentials program.

Tax questions arise when a unique set of facts is examined in light of general rules of tax law. In many in-stances, 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. However, for the beginner, asking the right question is often the most difficult part of tax research.

Designed to help you identify and phrase critical tax questions, this webcast will help you structure your searches and formulate the questions to make your research more effective.

Who Will Benefit
  • CPAs in Public Accounting or Management Accounting particularly new tax staff (firm or in-house).
Key Topics
  • The elusive nature of tax questions
  • Assessing and applying authority
  • External communications
  • Research methodology for tax planning comprehensive examples
Learning Outcomes
  • Determine the appropriate authority for tax problems
  • Analyze the evidence you gather regarding your client's tax situation
  • Apply the facts from other cases to reach a conclusion about your client's case
  • Identify specific ways to communicate your findings to your client
  • Recall the research methodology that is appropriate to tax planning
More Details
NASBA Field of Study
This is a live event. You will have access on the date/time of broadcast and the archive for 3 months after the broadcast date.
4 hrs
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Contact us
Troy Lewis
Troy Lewis is the Past Chair of the Tax Executive Committee of the American Institute of CPAs (AICPA) in Washington, DC. In this role, he has testified six times before the United States Senate Finance Committee and the House Committee on Small Business. Mr. Lewis has been active with the AICPA and the Utah Association of CPAs, for over two decades serving in key leadership positions including the President of the UACPA. Mr. Lewis currently teaches accounting and tax at Brigham Young University in Provo, Utah. He is in practice as a Manager/Member at Lewis & Associates, CPAs, LLC in Draper, Utah. He also worked in public accounting at Arthur Andersen and for a community bank in St. George, Utah. He obtained his Masters of Accountancy and Bachelors of Science in Accountancy from Brigham Young University. He is also a Certified Public Accountant (CPA) and a Chartered Global Management Accountant (CGMA).

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Tax Research II - Tax Staff Essentials
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