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Tax Research II - Tax Staff Essentials
Tax
Webcast

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.

$179 - $219
Do you have an AICPA membership? Log in to apply your member discount.

Format

Webcast

Date

Oct 22, 2021

NASBA Field of Study

Taxes

Level

Basic

CPE Credits

4

Author(s)

Troy Lewis

Availability

3 months

Product Number

VTSETR221070

 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
Credit Info
CPE Credits
4
NASBA Field of Study
Taxes
Level
Basic
Prerequisites
None
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
4 hrs
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
$219.00
AICPA Members
$179.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

Contact us
Speakers
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).
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

Cancellation Policy
View our Cancellation policy here
Tax Research II - Tax Staff Essentials
Oct 22, 2021
Select from the following options:
Oct 22, 2021
6:30pm10:30pm GMT
Nonmember Price
$219.00
Price excluding sales tax
$219.00
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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