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
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.
- Tax research today
- Internet resources
- Federal tax
- State and local tax
- Performing tax research
- Establishing the facts
- Identifying the issue
- Evaluating and applying results
- 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?
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
Dr. Anders is a CPA and a Chartered Global Management Accountant. She is Louis J. and Ramona Rodriguez Distinguished Professor of Accounting at Midwestern State University, Texas. She teaches special upper and graduate-level classes in federal income tax and accounting.Close
Andrea Comeau-Shirley, CPA
Ms. Comeau-Shirley brings more than 32 years in diverse tax, financial, and business consulting experience to her role... | Read More
Ms. Comeau-Shirley brings more than 32 years in diverse tax, financial, and business consulting experience to her role as a Certified Public Accountant. She is dedicated to helping clients achieve business success by helping them establish practical and sound tax and financial processes. Focused on services for high net worth individuals and privately held companies in technology, distribution, service and manufacturing, she is committed to delivering tax and business services that meet each client’s unique objectives.Close
David Glenn, CPA
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
Mr. Glenn is the sole owner of Glenn Advisory, a CPA firm that focuses on tax planning for physicians. He has a masters degree in taxation from Arizona State University and spent the first two years of his career as an IRS auditor. After leaving the IRS, Mr. Glenn worked for a couple of different CPA firms before starting his own practice.Close
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