This course will enhance the CPA’s ability to identify tax issues and to
evaluate the legal authority relevant to researching those issues.
Participants will gain an awareness of issues in federal tax practice
and procedure as well as ethical concerns for tax professionals.
Learning Objectives
To develop and enhance a CPA's skills in identifying tax questions and
tax planning opportunities.
To develop and enhance a CPA's ability to identify tax issues and to
evaluate legal authority on those issues.
To learn how to prepare a response or formulate a strategy using tax
research resources.
Major Topics
Learn how to communicate the results of your tax research to a third
party
Learn how to analyze facts, distinguish relevant information from
irrelevant, recognize and state the issues, and reduce the rules of law
to succinct statements
Gain an understanding of ethical issues in tax planning
Develop:
Reasoning skills through analyzing court decisions
Planning skills through evaluating the tax implications of alternative
plans
Synthesizing skills through reconciling and/or distinguishing similar
cases
