Tax Research 2

Tax questions arise when a unique set of facts is examined in light of general rules of tax law. Learning to identify and phrase the critical tax questions implicit in any set of facts is no small accomplishment. In many instances, 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. For the beginner, asking the right question is often the most difficult part of tax research. TOPICS DISCUSSED  The elusive nature of tax questions  Assessing and applying authority  External communications  Research methodology for tax planning  Comprehensive examples


LEARNING OBJECTIVES When you complete this course you will be able to:
  • Assess the appropriate authority for tax problems
  • Analyze the evidence you gather regarding your client's tax situation
  • Interpret the facts from other cases in order to reach a conclusion about your client's case
  • Distinguish specific ways to communicate your findings to you client
  • Discuss the research methodology that is appropriate to tax planning

Additional Information

Designed For

Tax senior associates or managers


American Institute of CPAs


Basic knowledge of performing tax research

Field of Study


Course Number


Level of Knowledge


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