Tax Research Techniques: Internet Sites and Tools, Methodology, Documentation and Communication of Results

Note: CLE credit is not offered on this program

A live 110-minute CPE webinar with interactive Q&A

Tuesday, December 17, 2019

1:00pm-2:50pm EST, 10:00am-11:50am PST

Early Registration Discount Deadline, Friday, November 22, 2019

or call 1-800-926-7926

This webinar will enable new and seasoned tax professionals to perform tax research more efficiently. Our panel of experts will identify reliable and accessible internet tools and sites available to facilitate the preparation of returns and tax research. They will also explain the fundamentals of researching and documenting a tax issue.


With today's extensive internet resources, practitioners are more likely to rely on the simplicity of internet searches rather than purchasing or utilizing costly research tools. There is a plethora of information available: free and almost-free resources on federal tax as well as estate, state and local, and international tax, including calculators. Tax professionals who are aware of the available and reliable sources can research tax issues more efficiently.

Understanding how to use the tools available and effectively research a tax issue is critical. Following the necessary steps and understanding the levels of authority are essential to useful research. The methodology includes establishing the facts, identifying the issue, locating and evaluating relative authority, developing conclusions and finally--and of primary importance--communicating and documenting the results. New staff and staff without adequate tax expertise may not understand how to analyze and prioritize conflicting results adequately.

Listen as our panel of experts reviews reputable internet resources and discusses the best practices for complex tax research in the internet age.



  1. Tax research today
  2. Internet resources
    1. Federal tax
    2. State and local tax
  3. Performing tax research
    1. Establishing the facts
    2. Identifying the issue
    3. Evaluating and applying results
    4. Communicating the findings


The panel will review these and other important issues:

  • What are the levels of authority?
  • How do you prepare a tax memorandum?
  • What reliable resources are available for federal tax research?
  • What other sites are available to assist tax practitioners?


Anders, Susan
Dr. Susan B. Anders, CPA, CGMA

Midwestern State University

Dr. Anders is a CPA and a Chartered Global Management Accountant. She is Louis J. and Ramona Rodriguez Distinguished...  |  Read More

Comeau-Shirley, Andrea
Andrea Comeau-Shirley, CPA

Namaste Consulting

Ms. Comeau-Shirley brings more than 32 years in diverse tax, financial, and business consulting experience to her role...  |  Read More

Glenn, David
David Glenn, CPA

Glenn Advisory

Mr. Glenn is the sole owner of Glenn Advisory, a CPA firm that focuses on tax planning for physicians. He has a masters...  |  Read More

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