3289352  |  Webcasts & Webinars  |  Basic  |  Scheduled

Tax Research I - Tax Staff Essentials

Friday, January 21, 2022 8:00am - 12:00pm

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This webcast is part of the Tax Staff Essentials program. Designed to provide you with a working knowledge of the methodology of implementation-based tax research, this webcast draws on the latest developments in online research. You will learn how to ask the right questions, organize the facts, locate and assess pertinent authority, and clearly communicate research findings.

Objectives

  • Recall the methodology of implementation-based tax research
  • Identify and analyze the pertinent facts and applicable laws to determine a tax result
  • Apply the hierarchy for sources of tax authority in researching a tax question
  • Recall how to execute efficient and meaningful research within tax online services.

Instructors


Designed For

CPAs in PA or MA; particularly new tax staff (firm or in-house)


Highlights

  • Online Tax Research methodology
  • Authoritative Tax Hierarchy
  • The power of professional language in business writing
  • Book/Tax Adjustment documentation
  • Tax Return support documentation

Your Price: $219.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

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Instructors

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).


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