Tax Research Techniques
Develop a disciplined approach to resolving complex tax questions. This course guides you through a structured research process that begins with defining the facts and identifying the relevant issues. It then shows you how to locate authoritative sources, evaluate their relevance, and apply tax rules accurately to specific situations. By following this systematic framework, you can produce well-supported conclusions that withstand scrutiny and add measurable value to client engagements.
Format
PDF Course
Course Lists
Duration
1 Hour
Course Information
Author: Steven Bragg
Course Number: TX1031
IRS Program Number: 72821-T-00100-25-S
Learning Objectives
- Identify the activities needed to establish facts for a tax question.
- Specify the principles related to tax planning.
- Identify the sources of information used in tax research.
- Recall the authority level for the different types of statutory and administrative law.
- Identify the general classifications of tax commentary that are available.
Level: Overview
Instructional Method: QAS Self-Study
NASBA Category: Taxation
Prerequisites: None
Advance Preparation: None
Latest Review Date: December 2025
Program Registration Requirements: Click on the Enroll button to pay for and access the course. You will then be able to download the course as a PDF file, then take an on-line examination, and then download a certificate of completion if you pass the examination.
Program Refund Policy: For more information regarding administrative policies concerning complaints, refunds, and other matters, see our policies page.