Course Information

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Tax Research: Process (Third Edition)
Author: David L. Gibberman

Description:
This course, developed by David Gibberman, an attorney specializing in business and tax planning, reviews the steps involved in researching a tax question. It is the first in a series of courses on tax research.

Topics covered in this course include:

  • How Research Goals Influence the Research Process
  • Overview of the Tax Research Process
  • Gathering the Relevant Facts
  • Identifying Tax Questions
  • Locating Primary Sources Relevant to the Tax Question
  • Analyzing and Evaluating Primary Sources
  • Obtaining Additional Facts and Applying the Relevant
  • Primary Sources to Those Facts
  • Drawing Conclusions and Developing Recommendations
  • Communicating Research Results to Other Professionals and Clients
  • IRS Standards for Tax Research
  • Special Ethical Duties for Accountants in Conducting Tax Research

Course Details:
Price:  $48.00
Field of Study:  Taxes
Prerequisites:  None
Level:  Overview
Advanced Preparation:  None
CTEC course number:  1075-CE-5545
Course was last updated on:  02/27/09
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Library:
Learning Center Core

Technical Requirements:
To view and print downloadable content files available in this program, you will need Adobe Acrobat Reader. You can download the free Reader plugin at Adobe's website by clicking on the icon below, then following the instructions for installation on your computer.
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Credit Available For: Units
CPE 3.0 CPE
QAS 3.0 CPE
Enrolled Agent (Accepted by the IRS) 3.0 CPE
CTEC Federal 3.0 CE

Note: Recommended CPE credit is based on a 50-minute hour. Participants earning credits for states that require self-study to be based on a 100-minute hour will receive half the recommended CPE credits for successful completion of this course.

Since Continuing Professional Education requirements vary from state to state and are subject to change without notice, please contact your state board of accountancy for information on your CPE requirements and the applicability of this course to meet those specifications.

CCH has been approved by the California Tax Education Council to offer courses that provide federal and state credit towards the annual "continuing education" requirement imposed by the State of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

User Reviews
Reviewer: Dana P. submitted on 02/07/2010
organization
Reviewer: JON G. submitted on 11/20/2009
The overview of the research process and strategies on how to conduct research
Reviewer: Amy V. submitted on 11/12/2009
Study Questions!
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