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Monday, March 30, 2026 Live Webcast

Tax Research - Intermediate Concepts (X1-TRS2-2026-01-WEBNR-89-01)

1:00 PM - 3:00 PM EDT
webcast

Vendor Platform

2 CPE Credits in TX

OVERVIEW

Answering clients’ tax questions accurately and on time is a key challenge for tax practitioners. Through simple, plain language explanations and examples, this course will help practitioners perform tax research more efficiently by describing the structure of the primary sources, highlighting the difference between primary and secondary sources, and describing the steps in the tax research process.

DESIGNED FOR

Accounting and finance professionals who are looking to improve their research skills and understanding of the composition of the Internal Revenue Code

BENEFITS

  • Understand the organization of the Internal Revenue Code, the Treasury Regulations, and Revenue Rulings
  • Identify the circumstances when a client may want to consider requesting a private letter ruling
  • Differentiate between primary and secondary pieces of authority
  • Understand the steps to the tax research process and the parts of a tax research memorandum

HIGHLIGHTS

  • Tax code hierarchy
  • Organization of an Internal Revenue Code section
  • Special rules for IRC citation
  • Citing other primary authorities
  • Private letter rulings
  • Primary vs. secondary authority
  • Secondary sources of authority
  • Steps in the tax research process
  • Research memoranda

COURSE LEVEL

Basic

ADVANCE PREPARATION

None

INSTRUCTOR

Dave Peters

Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

PRICING

$89.00 - Member

$109.00 - Nonmember

Register Today


Note: Online pre-registration will close on March 30 at 12:30 PM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

Surgent