December 22, 2023


4 Total CPE Credits


Webinar (CA): Tax Research Skills Part 1 2023

  • Instructor

    C Lafond

Learning Objectives

• To understand the differences between each of the primary source authorities and hierarchical weight of each.
• To develop and enhance an accountant's ability to analyze facts, identify tax issues, locate and evaluate primary source authority using an electronic tax research service.
• Reasoning skills in evaluating conflicting administrative (IRS) and judicial sources (court decisions).
• Synthesizing skills through reconciling and/or distinguishing similar cases.

Major Topics

• Primary and secondary sources of authority
• Research methodologies
• Online tax research sources
• Evaluating and communicating tax research results

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Update


 General knowledge in performing tax research.

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

 CPAs, enrolled agents, attorneys and tax professionals.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 159 159
  • COCPA Non-Member

    $ 209 209
    Your Price

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